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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2026
Keystone Financial Planning
Ohio
$1.32M – – –
CRIG
2027
Charter Research & Investment Group
Connecticut
$1.32M – – –
MEAC
2028
M.E. Allison & Co
Texas
$1.32M -$17.5K -120 -1%
CAM
2029
Campion Asset Management
Virginia
$1.32M +$28.1K +193 +2%
AWM
2030
Accel Wealth Management
Iowa
$1.32M -$44.2K -304 -3%
TWP
2031
Tower Wealth Partners
Pennsylvania
$1.31M -$873 -6 -0.1%
WEG
2032
World Equity Group
Illinois
$1.31M +$16.6K +114 +1%
MWM
2033
Mosley Wealth Management
California
$1.31M +$446K +3,066 +52%
1WM
2034
1900 Wealth Management
Texas
$1.31M +$145K +998 +13%
WMA
2035
West Michigan Advisors
Michigan
$1.31M +$26.8K +184 +2%
OIM
2036
Opus Investment Management
Massachusetts
$1.31M – – –
WPW
2037
Winthrop Partners - WNY
New York
$1.3M – – –
SMG
2038
Smart Money Group
Texas
$1.3M +$97.7K +671 +8%
WA1
2039
Wimmer Associates 1
California
$1.3M -$32.2K -221 -2%
ATFA
2040
All Terrain Financial Advisors
Minnesota
$1.3M +$1.02K +7 +0.1%
RP
2041
Rowlandmiller & Partners
Georgia
$1.3M +$10.5K +72 +0.8%
PCFFS
2042
Pacific Center for Financial Services
California
$1.3M -$5.53K -38 -0.4%
WIA
2043
Westbourne Investment Advisors
Maryland
$1.3M -$54.6K -375 -4%
LWIC
2044
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.29M +$47.2K +324 +4%
AA
2045
Alta Advisers
United Kingdom
$1.29M – – –
AWA
2046
Ark Wealth Advisors
California
$1.29M +$149K +1,025 +13%
CIM
2047
Cambria Investment Management
California
$1.29M +$561K +3,855 +78%
EFSCE
2048
Enterprise Financial Services Corp (EFSC)
Missouri
$1.29M +$52.5K +361 +4%
EIP
2049
Ellis Investment Partners
Pennsylvania
$1.28M +$24.6K +169 +2%
WE
2050
Wealth Effects
Massachusetts
$1.28M +$86.6K +595 +7%
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