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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1501
Provident Trust Company
Wisconsin
$953K – – –
SGS
1502
Sterling Global Strategies
California
$953K +$3.94K +48 +0.4%
BHB
1503
Bank Hapoalim BM
Israel
$953K +$360K +4,385 +64%
PO
1504
Private Ocean
California
$950K +$1.07K +13 +0.1%
BJL
1505
Brighton Jones LLC
Washington
$946K -$299K -3,644 -25%
MLL
1506
Moody Lynn & Lieberson
Massachusetts
$945K -$1.25M -15,286 -58%
RA
1507
RFG Advisory
Alabama
$940K +$8.54K +104 +0.9%
RAM
1508
Redmond Asset Management
Virginia
$935K +$4.6K +56 +0.5%
SWM
1509
Segment Wealth Management
Texas
$933K -$42.4K -517 -4%
CCM
1510
Coldstream Capital Management
Washington
$930K -$35K -426 -4%
NFC
1511
Northeast Financial Consultants
Connecticut
$928K – – –
KWMG
1512
King Wealth Management Group
Florida
$926K +$74.4K +907 +9%
MWM
1513
Modera Wealth Management
New Jersey
$926K +$100K +1,223 +13%
CIA
1514
Capital Impact Advisors
Massachusetts
$923K +$895K +10,899 New
NFGCM
1515
Norman Fields Gottscho Capital Management
New York
$920K +$30.8K +375 +4%
WDL
1516
Well Done LLC
Michigan
$918K – – –
KJHP
1517
K.J. Harrison & Partners
Ontario, Canada
$914K -$98.5K -1,200 -10%
IAA
1518
Ironsides Asset Advisors
North Carolina
$913K -$777K -9,461 -47%
AEPG
1519
American Economic Planning Group
New Jersey
$903K -$40.6K -495 -4%
LPT
1520
Legacy Private Trust
Wisconsin
$903K – – –
SFM
1521
Signature Financial Management
Virginia
$903K +$66K +804 +8%
KIA
1522
Kopp Investment Advisors
Minnesota
$902K -$16.4K -200 -2%
FWM
1523
Focused Wealth Management
New York
$901K +$5.25K +64 +0.6%
RWA
1524
River Wealth Advisors
Pennsylvania
$898K -$1.07K -13 -0.1%
SFPIA
1525
Stevens First Principles Investment Advisors
California
$890K +$846K +10,305 +5,127%
59 60
61
62 63