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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1901
Prestige Wealth Management Group
New Jersey
$1.49M -$1.86M -12,352 -56%
WP
1902
WealthShield Partners
North Carolina
$1.49M +$18.5K +123 +1%
WE
1903
Wealth Effects
Massachusetts
$1.49M -$1.21K -8 -0.1%
WC
1904
Whitney & Co
New York
$1.49M -$23.4K -155 -2%
KCM
1905
Kathmere Capital Management
Pennsylvania
$1.49M -$42.7K -283 -3%
AC
1906
Apella Capital
Connecticut
$1.49M +$1.48M +9,818 New
KA
1907
KLCM Advisors
Wisconsin
$1.49M +$75.8K +503 +5%
CGH
1908
CMG Global Holdings
Texas
$1.49M – – –
TFCM
1909
Taylor Frigon Capital Management
Arizona
$1.49M -$47.8K -317 -3%
BB
1910
Bell Bank
North Dakota
$1.48M -$30.3K -201 -2%
PWM
1911
Palumbo Wealth Management
New York
$1.48M -$41.1K -273 -3%
APIM
1912
Agate Pass Investment Management
Washington
$1.48M +$180K +1,193 +14%
CRIG
1913
Charter Research & Investment Group
Connecticut
$1.47M – – –
WGCA
1914
Wolf Group Capital Advisors
Virginia
$1.47M -$136K -899 -8%
MAM
1915
Mystic Asset Management
Rhode Island
$1.47M -$15.1K -100 -1%
CRWM
1916
Castle Rock Wealth Management
California
$1.47M +$85.9K +570 +6%
HI
1917
Harrington Investments
California
$1.47M -$19.1K -127 -1%
CS
1918
Capital Square
Tennessee
$1.46M +$44.3K +294 +3%
BHBT
1919
Burke & Herbert Bank & Trust
Virginia
$1.46M -$61.6K -409 -4%
RZH
1920
Relyea Zuckerberg Hanson
Connecticut
$1.46M +$39K +259 +3%
WP
1921
WealthSource Partners
California
$1.46M -$435K -2,885 -23%
HWM
1922
Hohimer Wealth Management
Washington
$1.46M -$904 -6 -0.1%
CIM
1923
CCLA Investment Management
United Kingdom
$1.46M – – –
CFA
1924
Camarda Financial Advisors
Florida
$1.46M +$1.45M +9,592 New
SAM
1925
Secure Asset Management
Michigan
$1.45M +$45.5K +302 +3%
75 76
77
78 79