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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
IPA
3676
Investment Planning Advisors
Georgia
$221K +$228K +1,543 New
LWM
3677
Lionshead Wealth Management
New York
$221K -$3.98K -27 -2%
WWM
3678
Westwood Wealth Management
California
$221K +$227K +1,542 New
SA
3679
SL Advisors
New Jersey
$221K +$1.62K +11 +0.7%
CWI
3680
Conscious Wealth Investments
Florida
$221K +$6.34K +43 +3%
OWM
3681
Omnitrust Wealth Management
Florida
$220K +$227K +1,538 New
AF
3682
Align Financial
Minnesota
$220K +$32.5M +220,267 New
CAM
3683
Concorde Asset Management
Michigan
$220K -$27K -183 -11%
SMAM
3684
Sugar Maple Asset Management
Wisconsin
$220K – – –
POIA
3685
Pin Oak Investment Advisors
Texas
$220K – – –
LRWA
3686
Long Run Wealth Advisors
New York
$220K -$19K -129 -8%
HCRE
3687
Hoya Capital Real Estate
Connecticut
$220K – – –
PCMF
3688
Private Capital Management (Florida)
Florida
$220K +$226K +1,532 New
WSWA
3689
Warren Street Wealth Advisors
California
$219K -$175K -1,189 -44%
SWM
3690
Shepherd Wealth Management
Ohio
$219K +$1.03K +7 +0.5%
CFP
3691
Cypress Financial Planning
New Jersey
$219K -$29.9K -203 -12%
AAM
3692
Alphadyne Asset Management
New York
$218K +$225K +1,524 New
RF
3693
Robinswood Financial
Washington
$218K -$29.3K -199 -12%
LI
3694
Lafayette Investments
Maryland
$218K -$110K -748 -33%
EWM
3695
Endowment Wealth Management
Wisconsin
$218K +$24.2K +164 +12%
CCAM
3696
Cascades Capital Asset Management
North Carolina
$218K +$20.9K +142 +10%
BBPWM
3697
Blue Bell Private Wealth Management
Pennsylvania
$217K +$24.2K +164 +12%
MWPCG
3698
Measured Wealth Private Client Group
New Hampshire
$217K -$1.33K -9 -0.6%
PFM
3699
Patton Fund Management
Texas
$217K +$22K +149 +11%
DWM
3700
Ducere Wealth Management
California
$217K +$224K +1,516 New
146 147
148
149 150