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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2051
Bristlecone Advisors
Washington
$528K -$203K -1,718 -29%
GI
2052
Glovista Investments
New Jersey
$527K – – –
HSWM
2053
Hubbell Strickland Wealth Management
Louisiana
$526K +$499K +4,226 New
TI
2054
Tidal Investments
Wisconsin
$522K +$496K +4,196 New
NIM
2055
NuWave Investment Management
New Jersey
$521K +$12.6K +107 +3%
SA
2056
SRH Advisors
Kansas
$520K +$354 +3 +0.1%
WA
2057
Wealth Architects
California
$519K -$5.32K -45 -1%
PA
2058
Parkside Advisors
California
$519K – – –
CCM
2059
Crabel Capital Management
California
$517K -$123K -1,042 -20%
ACM
2060
Alethea Capital Management
Washington
$516K -$100K -850 -17%
MAA
2061
Mraz Amerine & Associates
California
$515K +$1.42K +12 +0.3%
GWM
2062
Greenwich Wealth Management
Connecticut
$515K +$210K +1,777 +75%
LSC
2063
Lesa Sroufe & Co
Washington
$514K – – –
OFW
2064
Omnia Family Wealth
Florida
$512K – – –
ACM
2065
Armbruster Capital Management
New York
$510K +$29.5K +250 +6%
VAM
2066
Verity Asset Management
North Carolina
$509K -$30.7K -260 -6%
RIS
2067
Retirement Income Solutions
Michigan
$507K – – –
DDPIC
2068
Deroy & Devereaux Private Investment Counsel
Michigan
$506K +$116K +980 +32%
WCM
2069
Wisconsin Capital Management
Wisconsin
$504K – – –
XWM
2070
Xcel Wealth Management
Florida
$504K – – –
WA
2071
Waverly Advisors
Alabama
$503K +$2.84K +24 +0.6%
SAM
2072
Symphony Asset Management
California
$503K +$477K +4,041 New
GPA
2073
Guidance Point Advisors
Massachusetts
$498K – – –
MIC
2074
Meridian Investment Counsel
California
$497K +$236 +2 +0.1%
WPSG
2075
Wealth & Pension Services Group
Georgia
$494K -$827 -7 -0.2%
81 82
83
84 85