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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
2026
Rock Point Advisors
Vermont
$715K -$3.15K -27 -0.4%
EWA
2027
ERTS Wealth Advisors
Michigan
$713K -$172K -1,473 -20%
AIA
2028
Arbor Investment Advisors
North Carolina
$708K +$13.2K +113 +2%
MA
2029
MONECO Advisors
Connecticut
$708K +$16.7K +143 +2%
UF
2030
Univest Financial
Pennsylvania
$707K -$32.3K -277 -4%
EBSAM
2031
Eubel Brady & Suttman Asset Management
Ohio
$702K +$13.3K +114 +2%
BBA
2032
Braun-Bostich & Associates
Pennsylvania
$691K – – –
PAG
2033
Pinnacle Advisory Group
Maryland
$691K +$1.52K +13 +0.2%
AO
2034
Advisor OS
Illinois
$691K +$674K +5,780 New
LJAC
2035
L.J. Altfest & Co
New York
$690K +$131K +1,121 +24%
SAA
2036
Southeast Asset Advisors
Georgia
$684K +$85.7K +735 +15%
IR
2037
IAT Reinsurance
New York
$682K -$2.32M -19,900 -78%
SSWM
2038
Sheets Smith Wealth Management
North Carolina
$682K +$95.7K +821 +17%
DA
2039
Doliver Advisors
Texas
$680K +$38.9K +334 +6%
TCCM
2040
Timber Creek Capital Management
Massachusetts
$678K -$122K -1,049 -16%
RW
2041
REDW Wealth
New Mexico
$677K +$1.17K +10 +0.2%
BS
2042
Bessemer Securities
New York
$674K -$2.52M -21,642 -79%
EDRIA
2043
Edmonds Duncan Registered Investment Advisors
Kansas
$674K – – –
GI
2044
Glovista Investments
New Jersey
$674K +$175K +1,500 +36%
KL
2045
KWMG LLC
Kansas
$671K -$70K -600 -10%
OAM
2046
Optimal Asset Management
California
$670K -$1.07M -9,200 -62%
PAM
2047
Peninsula Asset Management
Florida
$670K -$11.7K -100 -2%
OWA
2048
Outlook Wealth Advisors
Texas
$670K -$11.3K -97 -2%
CC
2049
Cadinha & Co
Hawaii
$670K +$9.33K +80 +1%
LCM
2050
Liberty Capital Management
Michigan
$668K -$11.7K -100 -2%
80 81
82
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