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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3501
Centerpoint Advisors
Massachusetts
$184K +$21.1K +129 +13%
UWS
3502
Unique Wealth Strategies
Illinois
$172K +$173K +1,061 New
FWA
3503
FSC Wealth Advisors
New York
$172K -$2.13K -13 -1%
SC
3504
Sawyer & Company
Massachusetts
$170K – – –
RF
3505
Robinswood Financial
Washington
$168K – – –
VIA
3506
Virtus Investment Advisers
Connecticut
$163K -$85.7K -524 -35%
PWMA
3507
Pension & Wealth Management Advisors
Massachusetts
$161K +$163 +1 +0.1%
VAMG
3508
Voisard Asset Management Group
Michigan
$160K +$75.7K +463 +91%
LFA
3509
Legend Financial Advisors
Pennsylvania
$159K +$146K +892 +1,256%
PC
3510
Promethos Capital
Massachusetts
$158K – – –
WIA
3511
Wetzel Investment Advisors
Indiana
$157K -$40.4K -247 -20%
TWD
3512
True Wealth Design
Ohio
$156K +$1.31K +8 +0.9%
MWA
3513
MFA Wealth Advisors
Pennsylvania
$156K +$154K +944 New
RWM
3514
Raffa Wealth Management
District of Columbia
$151K +$1.96K +12 +1%
FNWA
3515
Financial Network Wealth Advisors
Utah
$149K +$147K +901 New
IWA
3516
IBEX Wealth Advisors
New Jersey
$147K +$146K +890 New
ACA
3517
American Capital Advisory
Idaho
$142K +$68.8K +421 +77%
NOI
3518
Newton One Investments
Delaware
$141K +$817 +5 +0.6%
PP
3519
PFS Partners
New Jersey
$141K -$1.96K -12 -1%
FPF
3520
First Pacific Financial
Washington
$141K -$17.7K -108 -11%
CCMI
3521
Creative Capital Management Investments
California
$140K – – –
T
3522
Tidemark
California
$140K – – –
GWSA
3523
Global Wealth Strategies & Associates
Colorado
$139K +$163 +1 +0.1%
CP
3524
Camelot Portfolios
Ohio
$138K +$137K +839 New
1IA
3525
1620 Investment Advisors
Massachusetts
$138K +$137K +838 New
139 140
141
142 143