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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3926
IAG Wealth Partners
Wisconsin
$79.7K – – –
IFS
3927
Intelligent Financial Strategies
Minnesota
$79.4K – – –
IA
3928
IFS Advisors
Kansas
$79.4K – – –
AAG
3929
Accordant Advisory Group
Maryland
$78.6K – – –
LWA
3930
Lowe Wealth Advisors
Maryland
$77.5K +$50.2K +300 +194%
KFGG
3931
Keystone Financial Group (Georgia)
Georgia
$76K – – –
EPW
3932
Evergreen Private Wealth
Colorado
$73.8K – – –
W
3933
WealthCollab
Washington
$73.6K +$4.36K +26 +6%
DWM
3934
Dogwood Wealth Management
Kansas
$72.5K +$13.4K +80 +23%
RI
3935
Ridgewood Investments
New Jersey
$70K +$3.69K +22 +6%
HFM
3936
Harvest Fund Management
China
$70K -$295K -1,764 -81%
HC
3937
Hara Capital
Washington
$69.4K – – –
CWM
3938
Copia Wealth Management
Oregon
$69.2K – – –
HIIFS
3939
Harel Insurance Investments & Financial Services
Israel
$69K +$36.5K +218 +118%
GCM
3940
GKV Capital Management
California
$68.2K – – –
PCC
3941
Park Circle Company
Maryland
$68.2K – – –
BWM
3942
Bernard Wealth Management
Michigan
$63.9K +$10.6K +63 +20%
BIM
3943
Breakwater Investment Management
Washington
$61.5K – – –
CIAS
3944
CBIZ Investment Advisory Services
Ohio
$61K +$43.5K +260 +265%
WBWA
3945
William B. Walkup & Associates
South Carolina
$60K – – –
GAG
3946
Goodman Advisory Group
Massachusetts
$59.8K +$58.8K +351 New
KIG
3947
Kessler Investment Group
Indiana
$57.6K +$55.3K +330 +4,125%
DF
3948
DecisionPoint Financial
Arizona
$56.2K – – –
WCM
3949
WealthTrak Capital Management
Virginia
$55.4K +$9.21K +55 +20%
LFA
3950
LGT Financial Advisors
Texas
$55.2K -$181K -1,083 -77%
156 157
158
159 160