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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3451
Rise Advisors
New York
$146K +$24.9K +168 +20%
CA
3452
Centerpoint Advisors
Massachusetts
$145K -$11.7K -79 -7%
PWMA
3453
Pension & Wealth Management Advisors
Massachusetts
$143K – – –
ORAM
3454
One River Asset Management
Connecticut
$142K +$35.5K +240 +33%
ACA
3455
American Capital Advisory
Idaho
$142K +$143K +968 New
PC
3456
Promethos Capital
Massachusetts
$141K +$142K +959 New
RWM
3457
Raffa Wealth Management
District of Columbia
$135K – – –
DWMG
3458
DB Wealth Management Group
California
$131K – – –
T
3459
Tidemark
California
$131K +$132K +894 New
FPF
3460
First Pacific Financial
Washington
$125K – – –
RA
3461
Rational Advisors
New York
$125K -$185K -1,247 -59%
CCMI
3462
Creative Capital Management Investments
California
$125K – – –
NOI
3463
Newton One Investments
Delaware
$124K +$741 +5 +0.6%
GWSA
3464
Global Wealth Strategies & Associates
Colorado
$123K +$11.3K +76 +10%
FFO
3465
Fortitude Family Office
Arizona
$120K +$121K +818 New
PP
3466
PFS Partners
New Jersey
$119K -$25.5K -172 -17%
BCPWM
3467
Bradley & Co Private Wealth Management
Florida
$118K – – –
BCM
3468
Blume Capital Management
California
$116K +$13.3K +90 +13%
C
3469
Covestor
United Kingdom
$115K +$889 +6 +0.8%
CPG
3470
Cornerstone Planning Group
New Jersey
$114K -$1.63K -11 -1%
LPP
3471
Life Planning Partners
Florida
$113K +$114K +768 New
TWD
3472
True Wealth Design
Ohio
$112K – – –
FG
3473
Fairman Group
Pennsylvania
$108K +$109K +736 New
FP
3474
Financial Perspectives
Minnesota
$99.1K – – –
T2I
3475
Turim 21 Investimentos
Brazil
$98.2K – – –
137 138
139
140 141