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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
3626
Pacific Capital Wealth Advisors
California
$88.2K -$10.2K -60 -11%
EFP
3627
EnRich Financial Partners
Wisconsin
$86.7K +$170 +1 +0.2%
BGC
3628
Beutel, Goodman & Co
Ontario, Canada
$86K +$84.9K +500 New
TLA
3629
Tanglewood Legacy Advisors
Texas
$83K – – –
IFS
3630
Intelligent Financial Strategies
Minnesota
$80.7K – – –
IA
3631
IFS Advisors
Kansas
$80.7K – – –
ETS
3632
ESL Trust Services
New York
$80.5K – – –
SFO
3633
Standard Family Office
South Dakota
$80K – – –
HFS
3634
HBC Financial Services
Washington
$80K +$15.1K +89 +23%
AAG
3635
Accordant Advisory Group
Maryland
$79.8K +$27.5K +162 +54%
SWP
3636
SIMA Wealth Partners
Virginia
$79K -$2.72K -16 -3%
JFG
3637
JDM Financial Group
Texas
$79K +$17.7K +104 +30%
DP
3638
Denver PWM
Colorado
$76.1K -$1.7K -10 -2%
AW
3639
Avion Wealth
Texas
$76K +$5.43K +32 +8%
AIM
3640
Access Investment Management
Georgia
$75.7K – – –
EPW
3641
Evergreen Private Wealth
Colorado
$75K – – –
CWM
3642
Cranbrook Wealth Management
Michigan
$74.9K +$13.6K +80 +23%
VWWMG
3643
Vermillion & White Wealth Management Group
Pennsylvania
$74.4K +$340 +2 +0.5%
RI
3644
Ridgewood Investments
New Jersey
$73.1K -$9.68K -57 -12%
MAM
3645
Meeder Asset Management
Ohio
$72.7K +$2.38K +14 +3%
TCG
3646
Transcendent Capital Group
Oklahoma
$72.6K – – –
FG
3647
Fairman Group
Pennsylvania
$72.1K – – –
HC
3648
Hara Capital
Washington
$70.5K +$69.1K +407 New
SVCP
3649
Silicon Valley Capital Partners
California
$70.4K +$170 +1 +0.2%
W
3650
WealthCollab
Washington
$70.3K – – –
144 145
146
147 148