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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1251
Red Door Wealth Management
Tennessee
$3.43M +$286K +2,021 +9%
PAM
1252
Peak Asset Management
Colorado
$3.42M -$96.8K -683 -3%
CF
1253
Clarity Financial
Texas
$3.42M +$268K +1,890 +8%
KWMG
1254
King Wealth Management Group
Florida
$3.41M +$1.48M +10,435 +44%
BOPW
1255
Brandywine Oak Private Wealth
Pennsylvania
$3.41M +$130K +918 +4%
WCM
1256
Wallace Capital Management
Texas
$3.41M -$6.09K -43 -0.2%
RIL
1257
Rothschild Investment LLC
Illinois
$3.4M -$633K -4,463 -16%
SIA
1258
SkyView Investment Advisors
New Jersey
$3.39M +$58.5K +413 +2%
MSFS
1259
Main Street Financial Solutions
Pennsylvania
$3.37M +$87K +614 +3%
BCM
1260
Boltwood Capital Management
California
$3.37M -$70.9K -500 -2%
BCFD
1261
Boit C.F. David
$3.35M – – –
RWA
1262
Roberts Wealth Advisors
California
$3.35M +$3.39M +23,934 New
ETI
1263
Enterprise Trust & Investment
California
$3.34M – – –
PP
1264
PDS Planning
Ohio
$3.33M -$26.1K -184 -0.8%
TC
1265
Trilogy Capital
California
$3.33M – – –
TI
1266
Truehand Inc
New Hampshire
$3.31M – – –
BSA
1267
Bull Street Advisors
Georgia
$3.3M +$46.1K +325 +1%
MBT
1268
Montecito Bank & Trust
California
$3.29M +$17.6K +124 +0.5%
PWM
1269
Perigon Wealth Management
California
$3.28M +$190K +1,340 +6%
DI
1270
DAGCO Inc
Ohio
$3.28M -$65.1K -459 -2%
DA
1271
Dillon & Associates
Michigan
$3.27M +$10.3K +73 +0.3%
MGIA
1272
Moneta Group Investment Advisors
Missouri
$3.26M -$666K -4,696 -17%
RP
1273
Riverbridge Partners
Minnesota
$3.25M -$61.8K -436 -2%
HCA
1274
Heck Capital Advisors
Wisconsin
$3.25M – – –
BFO
1275
Biltmore Family Office
North Carolina
$3.25M – – –
49 50
51
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