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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1951
Regent Peak Wealth Advisors
Georgia
$1.48M +$74.1K +509 +5%
YIM
1952
Yoffe Investment Management
Pennsylvania
$1.47M – – –
RWPA
1953
Richard W. Paul & Associates
Michigan
$1.47M +$183K +1,254 +14%
BWA
1954
Beam Wealth Advisors
Louisiana
$1.47M +$1.46M +10,017 New
PFA
1955
Plotkin Financial Advisors
Maryland
$1.47M – – –
RFA
1956
ROI Financial Advisors
Oregon
$1.47M -$138K -950 -9%
MWA
1957
Midland Wealth Advisors
Illinois
$1.46M -$125K -858 -8%
PWM
1958
Parkshore Wealth Management
California
$1.46M -$42.6K -293 -3%
AI
1959
Accredited Investors
Minnesota
$1.46M -$68.4K -470 -5%
FA
1960
Fiduciary Alliance
South Carolina
$1.46M -$132K -904 -8%
HNB
1961
Hilltop National Bank
Wyoming
$1.46M -$39.4K -271 -3%
BWM
1962
Bluebird Wealth Management
Massachusetts
$1.46M +$104K +716 +8%
OPW
1963
Osprey Private Wealth
New York
$1.46M +$97.2K +668 +7%
VCM
1964
Versant Capital Management
Arizona
$1.46M +$36.5K +251 +3%
FCCM
1965
First City Capital Management
Georgia
$1.45M +$64.6K +444 +5%
EA
1966
Emerald Advisors
Washington
$1.45M +$405K +2,785 +39%
FCM
1967
Fourpath Capital Management
Oklahoma
$1.45M -$25.5K -175 -2%
FFA
1968
Founders Financial Alliance
North Carolina
$1.45M -$196K -1,346 -12%
SIS
1969
Strategic Investment Solutions
Illinois
$1.44M -$155K -1,067 -10%
BWM
1970
Bernicke Wealth Management
Wisconsin
$1.44M -$210K -1,443 -13%
OBWG
1971
Onyx Bridge Wealth Group
New York
$1.44M -$18.5K -127 -1%
TCOTS
1972
Trust Company of the South
North Carolina
$1.44M -$104K -715 -7%
FI
1973
Finivi Inc
Massachusetts
$1.44M +$2.33K +16 +0.2%
DE
1974
Defiance ETFs
New York
$1.44M +$273K +1,873 +24%
CA
1975
Commerce Advisors
Tennessee
$1.43M -$117K -802 -8%
77 78
79
80 81