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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1001
Community Financial Services Group
Vermont
$6.47M +$6.26M +39,907 New
ECG
1002
Edge Capital Group
Georgia
$6.47M +$291K +1,853 +5%
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$6.46M -$4.63M -29,513 -43%
CG
1004
Caprock Group
Idaho
$6.45M +$36.2K +231 +0.6%
FFA
1005
Fortune Financial Advisors
Kansas
$6.44M +$1M +6,392 +19%
RCAG
1006
Rehmann Capital Advisory Group
Michigan
$6.41M -$62.9K -401 -1%
OWA
1007
Octavia Wealth Advisors
Ohio
$6.4M -$2.78M -17,756 -31%
CWS
1008
Confluence Wealth Services
Pennsylvania
$6.39M +$173K +1,106 +3%
SAM
1009
SP Asset Management
California
$6.38M -$168K -1,069 -3%
ADL
1010
Asset Dedication LLC
California
$6.37M +$35.8K +228 +0.6%
CICI
1011
Capital Investment Counsel Inc
North Carolina
$6.36M -$149K -950 -2%
WA
1012
WBH Advisory
Maryland
$6.33M +$140K +890 +2%
EDRH
1013
Edmond de Rothschild Holding
Switzerland
$6.32M -$8.95M -57,063 -59%
WA
1014
Waverly Advisors
Alabama
$6.32M +$1.9M +12,130 +45%
RPC
1015
Rossmore Private Capital
Connecticut
$6.31M +$471 +3 +0%
DWM
1016
Darwin Wealth Management
Florida
$6.3M -$232K -1,482 -4%
CC
1017
Courier Capital
New York
$6.29M -$170K -1,086 -3%
MCM
1018
Mill Capital Management
North Carolina
$6.26M -$274K -1,750 -4%
SCM
1019
Schnieders Capital Management
California
$6.25M -$14.7K -94 -0.2%
YIA
1020
YHB Investment Advisors
Connecticut
$6.24M -$29K -185 -0.5%
CAMG
1021
CWA Asset Management Group
Florida
$6.23M +$1.13M +7,217 +23%
ST
1022
Sentinel Trust
Texas
$6.22M +$157K +1,000 +3%
MWA
1023
Midland Wealth Advisors
Illinois
$6.2M +$80.1K +511 +1%
CCG
1024
Chatham Capital Group
Georgia
$6.2M +$84.1K +536 +1%
FTIS
1025
First Trust Investment Solutions
Florida
$6.2M -$300K -1,910 -5%