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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
KS
1701
Karpas Strategies
Connecticut
$606K – – –
TFO
1702
Tarbox Family Office
California
$606K +$1.18K +13 +0.2%
SFWA
1703
Summit Financial Wealth Advisors
Louisiana
$604K -$525K -5,766 -46%
AFIA
1704
America First Investment Advisors
Nebraska
$598K – – –
TCOO
1705
Trust Company of Oklahoma
Oklahoma
$595K – – –
FAG
1706
Financial Advisory Group
Texas
$593K -$77.8K -855 -12%
TDC
1707
Thompson Davis & Co
Virginia
$592K -$184K -2,024 -24%
CCM
1708
CrestPoint Capital Management
Missouri
$591K -$18.2K -200 -3%
LRIC
1709
Long Road Investment Counsel
Michigan
$589K – – –
SAA
1710
Southeast Asset Advisors
Georgia
$587K -$147K -1,610 -20%
FFS
1711
Founders Financial Securities
Maryland
$586K +$586K +6,440 New
SWA
1712
Sutton Wealth Advisors
Florida
$581K -$13.7K -150 -2%
FA
1713
FMA Advisory
Pennsylvania
$580K -$72.5K -796 -11%
WCP
1714
Welch Capital Partners
New York
$579K – – –
MCP
1715
Mirador Capital Partners
California
$579K +$3.19K +35 +0.6%
PAM
1716
Peninsula Asset Management
Florida
$578K – – –
BRF
1717
B. Riley Financial
California
$578K +$578K +6,351 New
HI
1718
Hudock Inc
Pennsylvania
$577K +$2K +22 +0.3%
NQWM
1719
Northwest Quadrant Wealth Management
Oregon
$574K +$7.38K +81 +1%
CISOA
1720
Capital Investment Services of America
Wisconsin
$573K – – –
BA
1721
Bristol Advisors
Pennsylvania
$573K +$282K +3,100 +97%
BCM
1722
BlueCrest Capital Management
Jersey
$572K +$573K +6,291 New
WP
1723
WealthSource Partners
California
$567K -$42.4K -466 -7%
BCA
1724
Bray Capital Advisors
Florida
$566K -$22.8K -250 -4%
BWA
1725
BDO Wealth Advisors
Florida
$565K -$160K -1,759 -22%
67 68
69
70 71