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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1201
Oak Harbor Wealth Partners
North Carolina
$4.15M -$975K -6,697 -19%
OTL
1202
Oak Thistle LLC
New York
$4.14M +$4.11M +28,264 New
EWS
1203
Evergreen Wealth Solutions
Pennsylvania
$4.14M +$394K +2,704 +10%
BB
1204
Berkshire Bank
Massachusetts
$4.13M -$306K -2,101 -7%
RWM
1205
Rockline Wealth Management
New York
$4.13M -$117K -806 -3%
WIM
1206
WealthPlan Investment Management
Nebraska
$4.12M -$527K -3,623 -11%
SWM
1207
Shrier Wealth Management
California
$4.12M +$1.47M +10,101 +56%
NED
1208
Nancy E. Dempze
$4.11M +$109K +747 +3%
CWM
1209
Cordatus Wealth Management
Pennsylvania
$4.11M +$40K +275 +1%
PFSC
1210
Peoples Financial Services Corp
Pennsylvania
$4.09M -$32.3K -222 -0.8%
BMC
1211
Beaton Management Company
Massachusetts
$4.09M +$2.33K +16 +0.1%
SIA
1212
Strategic Investment Advisors
Michigan
$4.09M -$346K -2,375 -8%
TBT
1213
Texas Bank & Trust
Texas
$4.08M -$85.1K -585 -2%
WA
1214
WBH Advisory
Maryland
$4.05M -$325K -2,231 -7%
DWM
1215
Diversify Wealth Management
Utah
$4.05M -$374K -2,572 -9%
DAS
1216
Diversify Advisory Services
Utah
$4.05M +$3.66M +25,173 +1,200%
GPA
1217
Garrison Point Advisors
California
$4.04M -$80.1K -550 -2%
PFS
1218
Physicians Financial Services
North Carolina
$4.04M +$7.42K +51 +0.2%
WG
1219
Wealth Group
North Carolina
$4.04M +$2.26M +15,508 +129%
BPWM
1220
BCS Private Wealth Management
New Jersey
$4.04M -$5.53K -38 -0.1%
WPC
1221
Wedmont Private Capital
Pennsylvania
$4.03M +$66.5K +457 +2%
SM
1222
Sciencast Management
New Jersey
$4.01M +$3.98M +27,368 New
PDL
1223
Portfolio Design Labs
California
$4.01M -$34.8K -239 -0.9%
CRCM
1224
Crystal Rock Capital Management
Illinois
$4M – – –
JC
1225
Jacobs & Co
California
$4M +$154K +1,055 +4%
47 48
49
50 51