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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
KA
2026
Klingman & Associates
New York
$921K +$129K +992 +17%
MFW
2027
Mosaic Family Wealth
Missouri
$919K -$130 -1 -0%
CT
2028
Clearstead Trust
Maine
$917K -$8.09K -62 -0.9%
MGWM
2029
Marks Group Wealth Management
Minnesota
$916K +$41.1K +315 +5%
GFPC
2030
Global Financial Private Client
Florida
$914K +$36.7K +281 +4%
CC
2031
Capital Counsel
New York
$912K
AAP
2032
Aristotle Atlantic Partners
Florida
$910K
APSI
2033
Asset Planning Services Inc
Louisiana
$908K
BW
2034
Bison Wealth
Georgia
$908K +$15.1K +116 +2%
CQS
2035
Credential Qtrade Securities
$908K -$564K -4,324 -39%
QPWM
2036
Quadrant Private Wealth Management
Pennsylvania
$907K -$171K -1,314 -16%
ANB
2037
Amarillo National Bank
Texas
$905K -$18.3K -140 -2%
MW
2038
Marks Wealth
Maryland
$905K
SMA
2039
Sage Mountain Advisors
Georgia
$905K +$490K +3,759 +129%
BWA
2040
Burt Wealth Advisors
Maryland
$902K
KLI
2041
Kelman-Lazarov Inc
Tennessee
$902K
KS
2042
Karpas Strategies
Connecticut
$899K
GTCM
2043
Gyon Technologies Capital Management
New Jersey
$898K +$399K +3,057 +86%
HI
2044
Hoey Investments
Pennsylvania
$896K -$51.5K -395 -6%
FNC
2045
First National Corp
Massachusetts
$894K +$14K +107 +2%
CMI
2046
Clare Market Investments
Texas
$894K +$328K +2,513 +61%
AFIA
2047
America First Investment Advisors
Nebraska
$890K
IAMOG
2048
Investors Asset Management of Georgia
Georgia
$890K +$6.52K +50 +0.8%
NAMP
2049
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$889K +$48.9K +375 +6%
GC
2050
Gilbert & Cook
Iowa
$888K +$94.5K +724 +12%