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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2026
Aldebaran Financial
$1.34M -$60.3K -414 -4%
SA
2027
Sovran Advisors
California
$1.34M +$117K +803 +10%
SGK
2028
Steigerwald Gordon & Koch
Virginia
$1.34M +$21.1K +145 +2%
TWM
2029
TRB Wealth Management
Texas
$1.34M -$79.5K -546 -6%
MW
2030
MBL Wealth
North Carolina
$1.33M -$48.2K -331 -4%
MBI
2031
Montrusco Bolton Investments
Quebec, Canada
$1.33M – – –
LCS
2032
Levin Capital Strategies
New York
$1.33M – – –
CFO
2033
CVA Family Office
Colorado
$1.33M -$57.5K -395 -4%
CCP
2034
Clarkston Capital Partners
Michigan
$1.33M -$548K -3,762 -29%
GFA
2035
Gallagher Fiduciary Advisors
Illinois
$1.33M +$37K +254 +3%
CGH
2036
CMG Global Holdings
Texas
$1.33M -$13.8K -95 -1%
GHAM
2037
Gilman Hill Asset Management
Connecticut
$1.32M -$68.7K -472 -5%
KFP
2038
Keystone Financial Planning
Ohio
$1.32M – – –
CRIG
2039
Charter Research & Investment Group
Connecticut
$1.32M – – –
MEAC
2040
M.E. Allison & Co
Texas
$1.32M -$17.5K -120 -1%
CAM
2041
Campion Asset Management
Virginia
$1.32M +$28.1K +193 +2%
AWM
2042
Accel Wealth Management
Iowa
$1.32M -$44.2K -304 -3%
TWP
2043
Tower Wealth Partners
Pennsylvania
$1.31M -$873 -6 -0.1%
WEG
2044
World Equity Group
Illinois
$1.31M +$16.6K +114 +1%
MWM
2045
Mosley Wealth Management
California
$1.31M +$446K +3,066 +52%
1WM
2046
1900 Wealth Management
Texas
$1.31M +$145K +998 +13%
WMA
2047
West Michigan Advisors
Michigan
$1.31M +$26.8K +184 +2%
OIM
2048
Opus Investment Management
Massachusetts
$1.31M – – –
WPW
2049
Winthrop Partners - WNY
New York
$1.3M – – –
SMG
2050
Smart Money Group
Texas
$1.3M +$97.7K +671 +8%
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