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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
3551
Blue Capital Inc
Nebraska
$278K +$283K +1,661 New
TLFA
3552
True Link Financial Advisors
California
$278K +$283K +1,660 New
UFA
3553
US Financial Advisors
Massachusetts
$278K -$2.9K -17 -1%
VPWA
3554
Vestia Personal Wealth Advisors
Indiana
$278K +$282K +1,658 New
RA
3555
Rise Advisors
New York
$278K -$81.4K -478 -22%
SWC
3556
Spectrum Wealth Counsel
Indiana
$277K – – –
RFN
3557
RDA Financial Network
Iowa
$277K -$31K -182 -10%
CC
3558
Colrain Capital
Massachusetts
$277K +$281K +1,650 New
CFG
3559
Cornerstone Financial Group
Nebraska
$276K +$281K +1,647 New
VBWMG
3560
Von Berge Wealth Management Group
California
$276K -$9.71K -57 -3%
BIMC
3561
Benson Investment Management Company
Virginia
$276K – – –
HBS
3562
Howard Bailey Securities
Indiana
$276K +$76.1K +447 +37%
WA
3563
Wealthstream Advisors
New York
$275K +$16K +94 +6%
AMM
3564
American Money Management
California
$275K +$34.6K +203 +14%
MAM
3565
MWA Asset Management
Massachusetts
$273K – – –
SSA
3566
South Street Advisors
New York
$273K -$196K -1,148 -41%
RIA
3567
Realta Investment Advisors
Delaware
$273K -$1.3M -7,629 -82%
GCA
3568
Gallagher Capital Advisors
Texas
$273K +$277K +1,627 New
WMS
3569
Wealth Management Strategies
Pennsylvania
$273K +$277K +1,627 New
TFM
3570
Trademark Financial Management
Minnesota
$273K +$45K +264 +19%
CA
3571
CapWealth Advisors
Tennessee
$272K +$4.94K +29 +2%
LWM
3572
Lodestone Wealth Management
Washington
$272K – – –
FPCG
3573
Forum Private Client Group
Indiana
$271K -$341 -2 -0.1%
VIA
3574
Virtus Investment Advisers
Connecticut
$271K – – –
WP
3575
Wealthspan Partners
Iowa
$271K +$341 +2 +0.1%
141 142
143
144 145