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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
3551
Lipe & Dalton
New York
$257K – – –
KBG
3552
Kahn Brothers Group
New York
$257K -$14.6K -100 -5%
MWA
3553
MN Wealth Advisors
Kansas
$257K +$17.2K +118 +7%
IA
3554
IAM Advisory
Pennsylvania
$257K +$12.2K +84 +5%
WW
3555
Westshore Wealth
California
$257K +$16K +110 +7%
ARG
3556
Advisory Resource Group
Oklahoma
$255K – – –
WSA
3557
Warm Springs Advisors
California
$255K – – –
EB
3558
Emprise Bank
Kansas
$255K – – –
TWA
3559
Tulsa Wealth Advisors
Oklahoma
$255K +$4.66K +32 +2%
RMSCM
3560
R.M. Sincerbeaux Capital Management
New York
$255K – – –
RFA
3561
Rollins Financial Advisors
New York
$255K – – –
WFP
3562
Welch Financial Planning
Colorado
$254K -$33.6K -231 -12%
PCMK
3563
Paragon Capital Management (Kansas)
Kansas
$254K – – –
APFP
3564
Action Point Financial Planning
Michigan
$254K +$253K +1,737 New
RCM
3565
Ridgepath Capital Management
Tennessee
$253K -$19.1K -131 -7%
OFG
3566
Orcam Financial Group
California
$253K +$251K +1,725 New
TFP
3567
Tilia Fiduciary Partners
North Carolina
$252K +$146 +1 +0.1%
RCM
3568
Rockbridge Capital Management
Virginia
$252K – – –
DF
3569
Daviman Financial
Indiana
$252K -$873 -6 -0.3%
FRA
3570
Front Row Advisors
California
$252K +$1.46K +10 +0.6%
MWP
3571
Meriwether Wealth & Planning
Louisiana
$252K +$7.28K +50 +3%
WAOTB
3572
Wealth Advisors of Tampa Bay
Florida
$252K – – –
GPCM
3573
Guardsman Private Capital Management
Florida
$252K – – –
CWP
3574
Curated Wealth Partners
California
$251K +$250K +1,715 New
FPCG
3575
Forum Private Client Group
Indiana
$251K +$11.6K +80 +5%
141 142
143
144 145