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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
3726
Holos Integrated Wealth
Pennsylvania
$210K +$50.4K +342 +30%
AWM
3727
Ameliora Wealth Management
Switzerland
$209K – – –
NS
3728
Northland Securities
Minnesota
$209K +$215K +1,458 New
WOSD
3729
WFA of San Diego
California
$209K – – –
VAF
3730
Values Added Financial
District of Columbia
$209K – – –
CFA
3731
Cahill Financial Advisors
Minnesota
$208K -$12.4K -84 -5%
SAMT
3732
Select Asset Management & Trust
Pennsylvania
$208K -$2.36K -16 -1%
CL
3733
CLG LLC
California
$208K +$737 +5 +0.3%
RPGNY
3734
Retirement Planning Group (New York)
New York
$208K +$147 +1 +0.1%
SWM
3735
Seed Wealth Management
Illinois
$208K -$18.4K -125 -8%
SO
3736
Sierra Ocean
California
$208K -$45.1K -306 -17%
MWM
3737
Maridea Wealth Management
New York
$208K -$8.55K -58 -4%
GJIA
3738
Glass Jacobson Investment Advisors
Maryland
$208K – – –
FS
3739
Financial Symmetry
North Carolina
$207K -$21.5K -146 -9%
GSF
3740
Grove Street Fiduciary
New Hampshire
$207K – – –
FWM
3741
Fonville Wealth Management
Virginia
$207K -$2.21K -15 -1%
PSCM
3742
Per Stirling Capital Management
Texas
$206K +$1.33K +9 +0.6%
FWM
3743
Fingerlakes Wealth Management
New York
$206K -$18.7K -127 -8%
PPWM
3744
PFG Private Wealth Management
Florida
$206K +$212K +1,440 New
ML
3745
Mayport LLC
Massachusetts
$206K +$5.16K +35 +2%
DA
3746
Dougherty & Associates
Florida
$206K +$212K +1,436 New
BWM
3747
Braeburn Wealth Management
Michigan
$206K +$212K +1,435 New
HFW
3748
Horizon Family Wealth
Illinois
$206K -$3.69K -25 -2%
GWM
3749
Gilpin Wealth Management
Colorado
$206K +$211K +1,434 New
SCFS
3750
Stewardship Concepts Financial Services
Washington
$205K +$211K +1,432 New
148 149
150
151 152