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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
3826
True Wealth Design
Ohio
$166K +$5.11K +30 +3%
HB
3827
Horizon Bancorp
Indiana
$165K -$24.5K -144 -13%
ACA
3828
American Capital Advisory
Idaho
$162K +$170 +1 +0.1%
GWSA
3829
Global Wealth Strategies & Associates
Colorado
$162K +$4.94K +29 +3%
PC
3830
Promethos Capital
Massachusetts
$161K – – –
FPF
3831
First Pacific Financial
Washington
$158K -$2.56K -15 -2%
GIM
3832
Gold Investment Management
Alberta, Canada
$152K +$341 +2 +0.2%
RWM
3833
Raffa Wealth Management
District of Columbia
$151K -$1.7K -10 -1%
SFA
3834
Semmax Financial Advisors
North Carolina
$148K -$18.7K -110 -11%
AFS
3835
Anderson Financial Strategies
Ohio
$148K +$150K +880 New
WA
3836
Whipplewood Advisors
Colorado
$147K +$149K +876 New
C
3837
Covestor
United Kingdom
$146K +$7.83K +46 +6%
RTL
3838
Red Tortoise LLC
Georgia
$145K -$328K -1,927 -69%
NOI
3839
Newton One Investments
Delaware
$145K +$147K +865 New
BA
3840
Bellwether Advisors
Nebraska
$144K +$146K +857 New
CCMI
3841
Creative Capital Management Investments
California
$143K – – –
T
3842
Tidemark
California
$142K +$170 +1 +0.1%
HC
3843
Hurley Capital
New York
$142K +$144K +847 New
OA
3844
Operose Advisors
Wisconsin
$140K -$142K -833 -50%
CF
3845
Conquis Financial
California
$140K +$142K +834 New
AW
3846
Avion Wealth
Texas
$139K +$67.1K +394 +90%
1IA
3847
1620 Investment Advisors
Massachusetts
$138K -$1.7K -10 -1%
FP
3848
Financial Perspectives
Minnesota
$136K +$22.7K +133 +20%
BCPWM
3849
Bradley & Co Private Wealth Management
Florida
$135K +$138K +808 New
PP
3850
PFS Partners
New Jersey
$134K +$511 +3 +0.4%
152 153
154
155 156