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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
2026
Kalos Management
Georgia
$334K +$346K +3,842 New
MLFP
2027
MPS Loria Financial Planners
Illinois
$333K +$10.2K +113 +3%
HFA
2028
Huber Financial Advisors
Illinois
$332K +$325K +3,618 New
RWMH
2029
Riverpoint Wealth Management Holdings
Illinois
$331K -$26.1K -290 -7%
PCMI
2030
Paradigm Capital Management Inc
New York
$331K – – –
NIM
2031
NuWave Investment Management
New Jersey
$326K +$319K +3,552 New
DDC
2032
Daniel Devine & Co
Florida
$325K -$8.36K -93 -3%
GC
2033
Gilbert & Cook
Iowa
$324K +$1.17K +13 +0.4%
FPCP
2034
Fort Point Capital Partners
California
$323K -$16.3K -181 -5%
FC
2035
FCA Corp
Texas
$322K – – –
PWM
2036
Perigon Wealth Management
California
$322K +$18.2K +202 +6%
SCM
2037
Shapiro Capital Management
Georgia
$319K +$360 +4 +0.1%
PCFFS
2038
Pacific Center for Financial Services
California
$318K – – –
BFIC
2039
Bedell Frazier Investment Counselling
California
$317K +$51.2K +569 +20%
RAM
2040
Riggs Asset Management
Pennsylvania
$316K +$10.3K +115 +3%
YP
2041
Yellowstone Partners
Idaho
$316K +$16.5K +184 +6%
HCM
2042
Harvest Capital Management
New Hampshire
$313K -$56.2K -625 -15%
IF
2043
IRON Financial
Illinois
$313K +$3.96K +44 +1%
FSCM
2044
Front Street Capital Management
Montana
$312K – – –
MWM
2045
Mascoma Wealth Management
New Hampshire
$312K +$9.08K +101 +3%
BIM
2046
Baldwin Investment Management
Pennsylvania
$311K – – –
CC
2047
Cedar Capital
Illinois
$310K -$30.8K -343 -9%
DSN
2048
D. Scott Neal
Kentucky
$309K -$90 -1 -0%
CF
2049
Corrigan Financial
Rhode Island
$308K -$17.9K -199 -6%
CAM
2050
Covenant Asset Management
New Jersey
$308K – – –
80 81
82
83 84