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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2026
Wolff Wiese Magana
California
$1.22M +$15K +96 +1%
HWA
2027
HHM Wealth Advisors
Tennessee
$1.22M +$254K +1,626 +25%
CCA
2028
Childress Capital Advisors
Texas
$1.22M +$197K +1,260 +19%
SAF
2029
Smith Anglin Financial
Texas
$1.22M -$34.6K -221 -3%
WE
2030
Wealth Effects
Massachusetts
$1.22M -$11K -70 -0.9%
PPP
2031
Private Portfolio Partners
New Jersey
$1.22M +$253K +1,619 +25%
MIM
2032
Moseley Investment Management
Florida
$1.22M -$2.82K -18 -0.2%
WP
2033
WealthPLAN Partners
Nebraska
$1.22M -$121K -774 -9%
WIM
2034
WealthPlan Investment Management
Nebraska
$1.22M +$1.19M +7,575 New
RW
2035
Rede Wealth
Virginia
$1.21M +$782 +5 +0.1%
MWP
2036
Moller Wealth Partners
$1.21M +$67.3K +430 +6%
AWM
2037
Accurate Wealth Management
Florida
$1.21M +$374K +2,388 +43%
MWAM
2038
Manhattan West Asset Management
California
$1.21M +$773K +4,944 +166%
UL
2039
Unionview LLC
Washington
$1.21M +$20.2K +129 +2%
HVM
2040
Harvest Volatility Management
Connecticut
$1.21M +$1.24M +7,907 +263,567%
CRI
2041
Colonial River Investments
Virginia
$1.21M +$99.2K +634 +9%
WMA
2042
Wealth Management Associates
New Jersey
$1.2M -$9.54K -61 -0.8%
LPT
2043
Legacy Private Trust
Wisconsin
$1.2M +$72.7K +465 +6%
CCM
2044
Carlson Capital Management
Minnesota
$1.19M +$1.88K +12 +0.2%
KFP
2045
Keystone Financial Planning
Ohio
$1.19M – – –
BW
2046
Bison Wealth
Georgia
$1.19M +$194K +1,239 +19%
CFCI
2047
Comprehensive Financial Consultants Institutional
Indiana
$1.19M -$19.1K -122 -2%
HWMG
2048
Hurlow Wealth Management Group
Indiana
$1.18M -$68.5K -438 -5%
MFG
2049
Magnus Financial Group
New York
$1.18M +$308K +1,968 +34%
RAM
2050
Rempart Asset Management
Canada
$1.18M -$110K -700 -8%
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