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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
1951
Omnia Family Wealth
Florida
$345K +$27.9K +341 +9%
RWMH
1952
Riverpoint Wealth Management Holdings
Illinois
$344K -$981 -12 -0.3%
LSC
1953
Lesa Sroufe & Co
Washington
$344K +$491 +6 +0.1%
IWP
1954
Icon Wealth Partners
Texas
$344K +$37K +453 +12%
ACM
1955
Adalta Capital Management
New York
$343K – – –
CQS
1956
Credential Qtrade Securities
$342K +$336K +4,110 New
AWP
1957
Ascent Wealth Partners
New York
$342K -$1.39K -17 -0.4%
GG
1958
Greenwood Gearhart
Arkansas
$341K -$195K -2,382 -37%
HCP
1959
Holt Capital Partners
Texas
$341K – – –
MC
1960
Mathes Company
New York
$341K – – –
OIA
1961
Optimum Investment Advisors
Illinois
$339K -$89.7K -1,097 -21%
BL
1962
BCWM LLC
Kansas
$339K – – –
GC
1963
Grace Capital
Massachusetts
$336K -$99K -1,210 -23%
AWA
1964
Acorn Wealth Advisors
Michigan
$336K -$19.4K -237 -6%
AF
1965
Affiance Financial
Minnesota
$336K – – –
PFT
1966
Providence First Trust
Arizona
$335K +$329K +4,021 New
CPA
1967
Capital Planning Advisors
California
$333K +$327K +3,995 New
CSM
1968
CAMG Solamere Management
North Carolina
$332K -$143K -1,753 -30%
FAM
1969
Flaharty Asset Management
Florida
$332K -$20.1K -246 -6%
PGWM
1970
Parisi Gray Wealth Management
New Jersey
$331K – – –
LIM
1971
Loudon Investment Management
New Hampshire
$331K +$16.4K +200 +5%
CCA
1972
Conestoga Capital Advisors
Pennsylvania
$328K – – –
GCM
1973
Gladius Capital Management
Illinois
$326K -$226K -2,758 -41%
QCIG
1974
Quad-Cities Investment Group
Iowa
$324K -$9.73K -119 -3%
JAM
1975
Jolley Asset Management
North Carolina
$319K -$24.5K -300 -7%
77 78
79
80 81