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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2026
Perennial Investment Advisors
California
$936K +$14.6K +103 +2%
ANB
2027
Amarillo National Bank
Texas
$934K – – –
MW
2028
Marks Wealth
Maryland
$934K – – –
BWA
2029
Bordeaux Wealth Advisors
California
$934K +$27.5K +194 +3%
EAM
2030
Evanson Asset Management
California
$933K +$28.6K +202 +3%
BWA
2031
Burt Wealth Advisors
Maryland
$931K – – –
FA
2032
Fountainhead AM
New Jersey
$929K +$28.2K +199 +3%
AAM
2033
AMI Asset Management
California
$925K -$103K -730 -10%
AMC
2034
Asset Management Corp
Illinois
$919K +$2.41K +17 +0.3%
BWP
2035
Baldwin Wealth Partners
Massachusetts
$918K – – –
KS
2036
Karpas Strategies
Connecticut
$913K – – –
IAMOG
2037
Investors Asset Management of Georgia
Georgia
$912K – – –
WI
2038
WrapManager Inc
California
$909K -$30.8K -217 -3%
RPA
2039
Rock Point Advisors
Vermont
$908K -$45.4K -320 -5%
UF
2040
Univest Financial
Pennsylvania
$905K -$58.5K -413 -6%
MPM
2041
Meritage Portfolio Management
Kansas
$900K -$21.3K -150 -2%
CPWA
2042
Cerro Pacific Wealth Advisors
California
$899K -$250K -1,763 -22%
NAMP
2043
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$896K +$3.54K +25 +0.4%
GPA
2044
Garrison Point Advisors
California
$895K +$2.83K +20 +0.3%
FIA
2045
Foundations Investment Advisors
Arizona
$888K +$37K +261 +4%
PCS
2046
Personal CFO Solutions
New Jersey
$888K +$74K +522 +9%
CM
2047
Columbus Macro
Pennsylvania
$886K +$4.68K +33 +0.5%
SWP
2048
Strategic Wealth Partners
Ohio
$886K +$358K +2,525 +66%
AAM
2049
Arabesque Asset Management
United Kingdom
$876K -$2.52M -17,778 -74%
ACM
2050
Avalon Capital Management
California
$874K +$886K +6,250 New
80 81
82
83 84