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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
NMIMC
701
Northwestern Mutual Investment Management Company
Wisconsin
$10.9M +$8.71K +57 +0.1%
PIM
702
Penobscot Investment Management
Massachusetts
$10.8M +$2.8M +18,362 +33%
RDFA
703
Ritter Daniher Financial Advisory
Ohio
$10.8M +$305 +2 +0%
GU
704
Georgetown University
District of Columbia
$10.8M +$67.7K +443 +0.6%
TH
705
TCTC Holdings
Texas
$10.8M -$19.2K -126 -0.2%
BFS
706
Bard Financial Services
Connecticut
$10.8M +$115K +750 +1%
AG
707
Ascent Group
Virginia
$10.8M +$1.5M +9,848 +16%
SMI
708
Shelter Mutual Insurance
Missouri
$10.8M -$1.01M -6,600 -8%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$10.7M +$3.63M +23,787 +48%
DT
710
Diversified Trust
Tennessee
$10.7M +$291K +1,903 +3%
USCWA
711
U.S. Capital Wealth Advisors
Texas
$10.6M +$71K +465 +0.6%
MOS
712
MGO One Seven
Ohio
$10.6M -$1.6M -10,496 -13%
FMWA
713
Forvis Mazars Wealth Advisors
Missouri
$10.5M +$209K +1,371 +2%
VIM
714
Vinva Investment Management
Australia
$10.4M -$98.7K -646 -0.9%
PFM
715
Premier Fund Managers
United Kingdom
$10.4M -$1.42M -9,300 -12%
SAM
716
Shell Asset Management
Netherlands
$10.4M -$168K -1,097 -2%
SCM
717
Sandler Capital Management
New York
$10.4M +$10.9M +71,380 New
AIM
718
Allen Investment Management
New York
$10.4M – – –
CAM
719
Close Asset Management
United Kingdom
$10.4M +$10.8M +71,018 New
SHFA
720
SS&H Financial Advisors
Michigan
$10.3M +$10.8M +70,899 New
CCM
721
Cohen Capital Management
California
$10.3M – – –
DWM
722
Dakota Wealth Management
Florida
$10.3M +$1.34M +8,754 +14%
DEA
723
DoubleLine ETF Adviser
Florida
$10.3M +$10.8M +70,379 New
BFO
724
Boston Family Office
Massachusetts
$10.2M +$148K +966 +1%
GAM
725
Gotham Asset Management
New York
$10.2M -$3.04M -19,914 -22%
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