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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
2026
Eagle Global Advisors
Texas
$919K – – –
PCA
2027
Providence Capital Advisors
North Carolina
$917K -$50.5K -373 -5%
SIM
2028
SSI Investment Management
California
$916K +$812 +6 +0.1%
CT
2029
Clearstead Trust
Maine
$914K -$271K -2,005 -30%
AFM
2030
Andesa Financial Management
Pennsylvania
$913K -$56.7K -419 -6%
DPI
2031
Diversified Portfolios Inc
Michigan
$912K -$515K -3,803 -36%
PA
2032
PSI Advisors
Florida
$911K +$116K +856 +15%
MFW
2033
Mosaic Family Wealth
Missouri
$910K -$5.41K -40 -0.6%
EAM
2034
Evanson Asset Management
California
$909K -$183K -1,356 -17%
AAP
2035
Aristotle Atlantic Partners
Florida
$907K – – –
WI
2036
WrapManager Inc
California
$907K +$80.2K +593 +10%
KOC
2037
Koss-Olinger Consulting
Florida
$906K -$225K -1,662 -20%
APSI
2038
Asset Planning Services Inc
Louisiana
$904K – – –
ER
2039
Enlightenment Research
Florida
$904K +$907K +6,700 New
MW
2040
Marks Wealth
Maryland
$902K – – –
ANB
2041
Amarillo National Bank
Texas
$901K – – –
BBNB
2042
Baker Boyer National Bank
Washington
$900K +$846K +6,256 New
BWA
2043
Burt Wealth Advisors
Maryland
$899K – – –
FAT
2044
First American Trust
California
$899K +$36K +266 +4%
MPM
2045
Meritage Portfolio Management
Kansas
$889K +$47.9K +354 +6%
PIA
2046
Perennial Investment Advisors
California
$889K +$75.8K +560 +9%
AFIA
2047
America First Investment Advisors
Nebraska
$887K – – –
1WA
2048
180 Wealth Advisors
Washington
$886K -$82.8K -612 -9%
BWP
2049
Baldwin Wealth Partners
Massachusetts
$886K +$12.2K +90 +1%
AMC
2050
Asset Management Corp
Illinois
$885K +$2.44K +18 +0.3%
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82
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