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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
2026
Comprehensive Financial Consultants Institutional
Indiana
$1.27M -$9.47K -62 -0.7%
GLR
2027
Great Lakes Retirement
Ohio
$1.26M +$3.97K +26 +0.3%
V
2028
ViaWealth
Kansas
$1.26M -$128K -839 -9%
SAF
2029
Smith Anglin Financial
Texas
$1.26M +$33.8K +221 +3%
AWC
2030
Abundance Wealth Counselors
Pennsylvania
$1.26M +$1.32M +8,626 New
PMA
2031
Prudent Man Advisors
Illinois
$1.26M +$262K +1,716 +25%
C
2032
Certuity
Florida
$1.25M +$287K +1,877 +28%
ARMT
2033
Amica Retiree Medical Trust
Rhode Island
$1.25M – – –
AIIMS
2034
Analyst IMS Investment Management Services
Israel
$1.25M +$12.5K +82 +1%
SIG
2035
Spinnaker Investment Group
California
$1.25M +$9.47K +62 +0.7%
IP
2036
Investment Partners
Ohio
$1.25M -$40.5K -265 -3%
MIM
2037
MTM Investment Management
South Carolina
$1.25M +$59.7K +391 +5%
GSEP
2038
Golden State Equity Partners
California
$1.24M -$109K -716 -8%
CW
2039
CIC Wealth
Maryland
$1.24M -$67.1K -439 -5%
GL
2040
GHE LLC
Tennessee
$1.24M +$17.9K +117 +1%
GA
2041
Geller Advisors
New York
$1.24M +$68.3K +447 +6%
VNA
2042
Valley National Advisers
Pennsylvania
$1.24M -$18.5K -121 -1%
AIM
2043
Athena Investment Management
California
$1.24M -$13.7K -90 -1%
FPGT
2044
Financial Partners Group (Tennessee)
Tennessee
$1.24M +$1.3M +8,494 New
FAN
2045
Financial Advisors Network
California
$1.24M +$1.3M +8,488 New
IWM
2046
Integris Wealth Management
California
$1.24M – – –
HCA
2047
Harbour Capital Advisors
Virginia
$1.23M -$47.4K -310 -4%
TPWA
2048
TRUE Private Wealth Advisors
Oregon
$1.23M +$78.5K +514 +6%
IIL
2049
Insight Inv LLC
California
$1.22M -$40.5K -265 -3%
APW
2050
Acima Private Wealth
Virginia
$1.22M – – –
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