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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
BIMC
3501
Benson Investment Management Company
Virginia
$253K – – –
PCS
3502
Private Client Services
Kentucky
$253K -$45.9K -294 -15%
WMS
3503
Wealth Management Strategies
Pennsylvania
$252K +$781 +5 +0.3%
PWP
3504
Precedent Wealth Partners
Texas
$252K -$9.53K -61 -4%
FPCG
3505
Forum Private Client Group
Indiana
$252K +$2.03K +13 +0.8%
HCP
3506
Hardin Capital Partners
South Carolina
$251K +$156 +1 +0.1%
MC
3507
Matisse Capital
Oregon
$251K – – –
TCM
3508
Traub Capital Management
Massachusetts
$251K +$128K +822 +102%
BFS
3509
Beacon Financial Strategies
North Carolina
$250K -$8.12K -52 -3%
HWM
3510
Horizon Wealth Management
Illinois
$250K +$1.09K +7 +0.4%
FF
3511
Formulate Financial
Florida
$249K +$253K +1,623 New
MCM
3512
M1 Capital Management
Michigan
$248K -$51.1K -327 -17%
RCI
3513
RS Crum Inc
California
$247K -$60.9K -390 -20%
AIA
3514
Accelerate Investment Advisors
California
$247K -$3.12K -20 -1%
VPW
3515
Variant Private Wealth
Virginia
$247K +$1.72K +11 +0.7%
SNWA
3516
Siligmueller & Norvid Wealth Advisors
Illinois
$247K +$250K +1,600 New
PHAM
3517
Palisades Hudson Asset Management
Florida
$246K – – –
PD
3518
Planning Directions
Pennsylvania
$246K +$1.09K +7 +0.4%
BCM
3519
Brooktree Capital Management
Michigan
$246K – – –
AA
3520
AJ Advisors
Tennessee
$246K -$192K -1,232 -44%
FS
3521
Financial Symmetry
North Carolina
$244K – – –
S
3522
Steadtrust
Texas
$244K +$4.06K +26 +2%
BLFG
3523
Brian Low Financial Group
Louisiana
$244K +$6.25K +40 +3%
OTPPB
3524
Ontario Teachers' Pension Plan Board
Ontario, Canada
$244K -$1.06M -6,766 -81%
DWP
3525
Destiny Wealth Partners
Florida
$243K +$41.1K +263 +20%
139 140
141
142 143