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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2026
Paragon Private Wealth Management
Kentucky
$1.03M +$313K +2,206 +39%
CFCI
2027
Comprehensive Financial Consultants Institutional
Indiana
$1.03M +$71.5K +503 +7%
BG
2028
Benedetti & Gucer
Georgia
$1.03M -$20.6K -145 -2%
TW
2029
Towerpoint Wealth
California
$1.03M – – –
SFG
2030
Sather Financial Group
Texas
$1.03M – – –
AA
2031
Auxano Advisors
Washington
$1.03M +$101K +711 +10%
WWM
2032
Wolff Wiese Magana
California
$1.02M +$10.8K +76 +0.9%
WEG
2033
World Equity Group
Illinois
$1.02M -$71.6K -504 -6%
VFA
2034
Voya Financial Advisors
Connecticut
$1.02M +$15.8K +111 +1%
MFG
2035
Magnus Financial Group
New York
$1.02M -$13.2K -93 -1%
AA
2036
Apriem Advisors
California
$1.02M -$142 -1 -0%
EI
2037
Ethic Inc
New York
$1.02M +$343K +2,412 +43%
JFA
2038
JNBA Financial Advisors
Minnesota
$1.01M +$9.94K +70 +0.9%
BHIC
2039
Bassett Hargrove Investment Counsel
Delaware
$1.01M +$1.14M +8,028 New
EWM
2040
Elmwood Wealth Management
California
$1.01M -$5.97K -42 -0.5%
APIM
2041
Agate Pass Investment Management
Washington
$1.01M +$52K +366 +5%
QC
2042
Quent Capital
New York
$1.01M +$129K +911 +13%
CA
2043
Cambridge Advisors
Nebraska
$1M -$35.1K -247 -3%
WMA
2044
Wealth Management Associates
New Jersey
$1M +$28.7K +202 +3%
PPP
2045
Private Portfolio Partners
New Jersey
$1M -$23.3K -164 -2%
RW
2046
Rede Wealth
Virginia
$1M +$852 +6 +0.1%
MA
2047
MONECO Advisors
Connecticut
$1M -$5.82K -41 -0.5%
SCP
2048
Syntal Capital Partners
Texas
$1M +$10.9K +77 +1%
MWP
2049
Moller Wealth Partners
$1M – – –
AAM
2050
AMI Asset Management
California
$998K -$178K -1,253 -14%
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