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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIMC
3551
Benson Investment Management Company
Virginia
$262K – – –
ACC
3552
Acorn Creek Capital
Colorado
$262K -$59.6K -365 -18%
VBWMG
3553
Von Berge Wealth Management Group
California
$262K +$490 +3 +0.2%
WMS
3554
Wealth Management Strategies
Pennsylvania
$261K +$816 +5 +0.3%
MC
3555
Matisse Capital
Oregon
$260K – – –
GCA
3556
Gallagher Capital Advisors
Texas
$260K +$1.79K +11 +0.7%
AIA
3557
Accelerate Investment Advisors
California
$260K +$24.2K +148 +10%
SSA
3558
South Street Advisors
New York
$259K – – –
FPCG
3559
Forum Private Client Group
Indiana
$259K +$163 +1 +0.1%
WAM
3560
Wallington Asset Management
Indiana
$259K +$10.1K +62 +4%
HWM
3561
Horizon Wealth Management
Illinois
$258K -$27.1K -166 -9%
SCM
3562
Spreng Capital Management
Ohio
$257K +$30.2K +185 +13%
CA
3563
CapWealth Advisors
Tennessee
$257K -$1.14K -7 -0.4%
MCA
3564
Magnolia Capital Advisors
Mississippi
$257K +$490 +3 +0.2%
NRW
3565
Nova R Wealth
Kansas
$256K -$11.8K -72 -4%
LWM
3566
Lodestone Wealth Management
Washington
$256K -$91.9K -563 -35%
CFO
3567
Custos Family Office
Texas
$256K +$49.1K +301 +23%
SPAS
3568
Spectrum Planning & Advisory Services
California
$256K +$262K +1,604 New
BFWA
3569
Benchmark Financial Wealth Advisors
Florida
$255K -$22K -135 -8%
PHAM
3570
Palisades Hudson Asset Management
Florida
$255K – – –
BCM
3571
Brooktree Capital Management
Michigan
$255K +$261K +1,600 New
VPW
3572
Variant Private Wealth
Virginia
$254K +$261K +1,596 New
LPFG
3573
Landing Point Financial Group
Ohio
$254K +$326 +2 +0.1%
PD
3574
Planning Directions
Pennsylvania
$254K -$4.28M -26,249 -94%
FS
3575
Financial Symmetry
North Carolina
$253K -$8.32K -51 -3%
141 142
143
144 145