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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1801
Successful Portfolios
Florida
$1.75M – – –
CI
1802
Cavalier Investments
Georgia
$1.75M -$87K -586 -5%
FL
1803
Fort LP
Maryland
$1.75M -$25.7K -173 -2%
MSFP
1804
Mark Sheptoff Financial Planning
Connecticut
$1.74M -$11.7K -79 -0.7%
TA
1805
TKG Advisors
Indiana
$1.74M +$1.58M +10,645 New
CFAM
1806
Center For Asset Management
Florida
$1.74M +$187K +1,259 +13%
XF
1807
XML Financial
Maryland
$1.73M +$60.9K +410 +4%
WPA
1808
West Paces Advisors
Georgia
$1.73M +$73.8K +497 +5%
AIM
1809
Avity Investment Management
Connecticut
$1.72M +$13.1K +88 +0.8%
AWC
1810
Abundance Wealth Counselors
Pennsylvania
$1.72M +$1.56M +10,519 New
IA
1811
Insight Advisors
Pennsylvania
$1.72M -$22.7K -153 -1%
SPFA
1812
Summit Place Financial Advisors
New Jersey
$1.72M -$96.5K -650 -6%
ACS
1813
Archford Capital Strategies
Illinois
$1.72M +$140K +946 +10%
CWM
1814
Chronos Wealth Management
Florida
$1.71M +$7.57K +51 +0.5%
CWA
1815
CJM Wealth Advisers
Virginia
$1.71M +$1.55M +10,445 New
FFA
1816
Fragasso Financial Advisors
Pennsylvania
$1.71M -$64.6K -435 -4%
KIG
1817
Kowal Investment Group
Wisconsin
$1.71M +$81.8K +551 +6%
NO
1818
Ninety One
South Africa
$1.7M -$183K -1,233 -11%
WA1
1819
Wimmer Associates 1
California
$1.7M -$19.3K -130 -1%
TWP
1820
Total Wealth Planning
Ohio
$1.7M -$903K -6,085 -27%
VBCG
1821
Valley Brook Capital Group
Pennsylvania
$1.69M – – –
AAMC
1822
Asset Allocation & Management Company
Illinois
$1.69M +$1.53M +10,306 New
MGAM
1823
McGowan Group Asset Management
Texas
$1.68M +$5.05K +34 +0.3%
EM
1824
ELCO Management
New York
$1.68M -$8.02K -54 -0.5%
SDWIA
1825
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.68M -$30.9K -208 -2%
71 72
73
74 75