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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1651
CAZ Investments
Texas
$988K – – –
Willow Creek Wealth Management
1652
Willow Creek Wealth Management
California
$988K +$698K +7,812 +266%
IPW
1653
Inlet Private Wealth
Florida
$986K +$959K +10,729 New
KWMG
1654
King Wealth Management Group
Florida
$978K -$30.8K -344 -3%
BRC
1655
Bell Rock Capital
Delaware
$977K -$283K -3,165 -23%
EFSCE
1656
Enterprise Financial Services Corp (EFSC)
Missouri
$975K -$3.76K -42 -0.4%
GWM
1657
GSB Wealth Management
Connecticut
$972K – – –
Greenline Partners
1658
Greenline Partners
New York
$971K – – –
Nine Masts Capital
1659
Nine Masts Capital
Hong Kong
$971K +$9.6K +107 +1%
Bernicke Wealth Management
1660
Bernicke Wealth Management
Wisconsin
$970K +$45K +503 +5%
Parkside Financial Bank & Trust
1661
Parkside Financial Bank & Trust
Missouri
$969K +$43K +481 +5%
Highstreet Asset Management
1662
Highstreet Asset Management
Ontario, Canada
$968K -$12.3M -137,261 -93%
Nations Financial Group
1663
Nations Financial Group
Iowa
$966K -$61.1K -684 -6%
SP
1664
Successful Portfolios
Florida
$965K -$5.1K -57 -0.5%
BW
1665
Bison Wealth
Georgia
$963K +$15.2K +170 +2%
Foster Victor Wealth Advisors
1666
Foster Victor Wealth Advisors
South Carolina
$961K +$935K +10,454 New
Ausdal Financial Partners
1667
Ausdal Financial Partners
Iowa
$960K -$249K -2,790 -21%
Rossmore Private Capital
1668
Rossmore Private Capital
Connecticut
$954K +$161K +1,800 +21%
BCA
1669
Benchmark Capital Advisors
New York
$947K +$26.8K +300 +3%
Centric Wealth Management
1670
Centric Wealth Management
Illinois
$944K +$918K +10,273 New
Brandywine Oak Private Wealth
1671
Brandywine Oak Private Wealth
Pennsylvania
$941K +$915K +10,237 New
Ellington Management Group
1672
Ellington Management Group
Connecticut
$938K +$912K +10,200 New
PCMC
1673
Paragon Capital Management (Colorado)
Colorado
$937K -$9.8K -110 -1%
HFP
1674
Holistic Financial Partners
Indiana
$932K +$66.1K +739 +8%
Stratos Wealth Advisors
1675
Stratos Wealth Advisors
Ohio
$930K +$905K +10,121 New