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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1951
Wolff Wiese Magana
California
$1.1M +$1.11M +7,943 New
SFG
1952
SNS Financial Group
Minnesota
$1.1M +$41.6K +298 +4%
IF
1953
Intrua Financial
Texas
$1.1M +$71.3K +510 +7%
WQ
1954
Wealth Quarterback
New Jersey
$1.09M -$120K -860 -10%
UWM
1955
Urban Wealth Management
California
$1.09M +$1.1M +7,863 New
TW
1956
Transform Wealth
Colorado
$1.09M -$424K -3,036 -28%
HWMG
1957
Hurlow Wealth Management Group
Indiana
$1.09M -$3.49K -25 -0.3%
KFP
1958
Keystone Financial Planning
Ohio
$1.08M +$1.09M +7,785 New
1WA
1959
180 Wealth Advisors
Washington
$1.08M -$23.3K -167 -2%
PRC
1960
Pearl River Capital
Michigan
$1.08M +$1.09M +7,764 New
MFW
1961
Meristem Family Wealth
Minnesota
$1.08M +$29.4K +210 +3%
LWA
1962
Lineweaver Wealth Advisors
Ohio
$1.07M +$47.9K +343 +5%
ME
1963
McIlrath & Eck
Washington
$1.07M -$13.8K -99 -1%
RCA
1964
Ranch Capital Advisors
Florida
$1.07M +$16.2K +116 +2%
GSWM
1965
Golden State Wealth Management
California
$1.07M +$420K +3,003 +64%
BCM
1966
Breiter Capital Management
Florida
$1.06M -$5.17K -37 -0.5%
CSWG
1967
Cardinal Strategic Wealth Guidance
Kentucky
$1.06M -$10.6K -76 -1%
PLFAM
1968
Pineno Levin & Ford Asset Management
Virginia
$1.06M – – –
MA
1969
MJP Associates
Connecticut
$1.05M +$1.06M +7,566 New
HPWM
1970
Highland Private Wealth Management
Washington
$1.05M -$7.97K -57 -0.7%
PCS
1971
Personal CFO Solutions
New Jersey
$1.05M +$63.6K +455 +6%
MGIA
1972
Moneta Group Investment Advisors
Missouri
$1.05M +$47.2K +338 +5%
AA
1973
Auxano Advisors
Washington
$1.05M +$114K +818 +12%
BIM
1974
Baldwin Investment Management
Pennsylvania
$1.04M -$81.9K -586 -7%
MWP
1975
Moller Wealth Partners
$1.04M – – –
77 78
79
80 81