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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
3501
Nexus Investment Management
Ontario, Canada
$260K – – –
WRCM
3502
Western Reserve Capital Management
Ohio
$260K – – –
SPA
3503
Sound Portfolio Advisors
Connecticut
$259K – – –
DWM
3504
Dogwood Wealth Management
Kansas
$259K +$201K +1,324 +282%
SPA
3505
Sentinel Pension Advisors
Massachusetts
$258K +$48.4K +319 +22%
PWA
3506
Prairie Wealth Advisors
Nebraska
$258K – – –
BBPWM
3507
Blue Bell Private Wealth Management
Pennsylvania
$258K +$40.6K +268 +18%
DFS
3508
Demming Financial Services
Ohio
$258K -$152 -1 -0.1%
GCA
3509
Gradient Capital Advisors
California
$257K – – –
B
3510
Barings
North Carolina
$257K +$270K +1,780 New
CAM
3511
Claret Asset Management
Quebec, Canada
$257K -$1.52K -10 -0.6%
GCP
3512
Gill Capital Partners
Colorado
$257K – – –
AFW
3513
Avantra Family Wealth
Pennsylvania
$257K -$18.3K -121 -6%
AF
3514
Atala Financial
California
$256K -$7.88K -52 -3%
HWM
3515
Howard Wealth Management
Connecticut
$255K +$910 +6 +0.3%
WAG
3516
Windsor Advisory Group
Ohio
$254K +$50.8K +335 +24%
VPWA
3517
Vestia Personal Wealth Advisors
Indiana
$254K -$9.25K -61 -3%
CFP
3518
Cypress Financial Planning
New Jersey
$254K +$36.1K +238 +16%
PCMM
3519
Piedmont Capital Management (Montana)
Montana
$254K +$270K +1,783 New
CAM
3520
Capital Asset Management
Colorado
$254K – – –
MWM
3521
Mindset Wealth Management
Indiana
$253K – – –
LD
3522
Lipe & Dalton
New York
$253K – – –
AIA
3523
AIMZ Investment Advisors
California
$252K – – –
FA
3524
Fedenia Advisers
Wisconsin
$252K -$2.58K -17 -1%
FBT
3525
First Bank & Trust
South Dakota
$252K +$152 +1 +0.1%
139 140
141
142 143