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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
3851
Retirement Wealth Solutions
Wisconsin
$88.2K – – –
BCM
3852
Birch Capital Management
Texas
$87.6K – – –
MWM
3853
MorganRosel Wealth Management
Colorado
$87.3K – – –
CWM
3854
Consultiva Wealth Management
Puerto Rico
$87K – – –
EA
3855
Evolution Advisers
Virginia
$86K -$12.4K -76 -12%
WA
3856
WPG Advisers
Maryland
$82.7K -$13.4K -82 -14%
CWA
3857
Carolina Wealth Advisors
South Carolina
$81.6K – – –
MCI
3858
MRP Capital Investments
Georgia
$81.3K -$83.2K -510 -50%
SWP
3859
SIMA Wealth Partners
Virginia
$80.6K – – –
HHMI
3860
Howard Hughes Medical Institute
Maryland
$80.6K +$82.6K +506 New
ATC
3861
Advantage Trust Company
Kansas
$78.4K +$68.1K +417 +556%
CAM
3862
Clarity Asset Management
Iowa
$76.5K – – –
TLA
3863
Tanglewood Legacy Advisors
Texas
$76.3K – – –
IAG
3864
Innovative Advisory Group
Massachusetts
$76K +$14.7K +90 +23%
IWP
3865
IAG Wealth Partners
Wisconsin
$74.7K +$163 +1 +0.2%
BCM
3866
Boreal Capital Management
Florida
$74.6K – – –
IFS
3867
Intelligent Financial Strategies
Minnesota
$74.2K – – –
IA
3868
IFS Advisors
Kansas
$74.2K – – –
KFGG
3869
Keystone Financial Group (Georgia)
Georgia
$74K – – –
WW
3870
Winnow Wealth
Texas
$73.4K -$802K -4,913 -91%
AAG
3871
Accordant Advisory Group
Maryland
$73.4K – – –
LWA
3872
Lowe Wealth Advisors
Maryland
$72.5K – – –
CIAS
3873
CBIZ Investment Advisory Services
Ohio
$71K +$14.4K +88 +25%
HT
3874
Headlands Technologies
Illinois
$69.9K +$71.7K +439 New
WPWM
3875
Western Pacific Wealth Management
Illinois
$69.5K -$6.2K -38 -8%
153 154
155
156 157