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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2076
Omnia Family Wealth
Florida
$384K +$3.49K +39 +0.9%
OIM
2077
Orca Investment Management
Oregon
$383K -$1.79K -20 -0.5%
SA
2078
SRH Advisors
Kansas
$383K +$358 +4 +0.1%
LSC
2079
Lesa Sroufe & Co
Washington
$380K – – –
AMCA
2080
Arthur M. Cohen & Associates
Illinois
$378K -$10.3M -115,023 -97%
HCP
2081
Holt Capital Partners
Texas
$377K – – –
MC
2082
Mathes Company
New York
$377K – – –
LWM
2083
Liberty Wealth Management
California
$377K +$367K +4,105 New
CWM
2084
Confluence Wealth Management
Oregon
$376K -$46.8K -523 -11%
W
2085
WealthOne
New York
$376K +$366K +4,090 New
AW
2086
Alpha Windward
Massachusetts
$375K -$26.3K -294 -7%
MFS
2087
McNamara Financial Services
Massachusetts
$369K – – –
PGWM
2088
Parisi Gray Wealth Management
New Jersey
$369K +$4.11K +46 +1%
XWM
2089
Xcel Wealth Management
Florida
$369K +$360K +4,023 New
GPA
2090
Guidance Point Advisors
Massachusetts
$368K +$358K +4,004 New
AF
2091
Affiance Financial
Minnesota
$367K -$3.84K -43 -1%
CF
2092
Centaurus Financial
California
$366K – – –
LA
2093
Legacy Advisors
Pennsylvania
$365K -$750K -8,389 -68%
PA
2094
PFG Advisors
Arizona
$363K +$327K +3,655 New
CCA
2095
Conestoga Capital Advisors
Pennsylvania
$362K – – –
NFG
2096
Nadler Financial Group
Illinois
$361K +$12K +134 +4%
QCIG
2097
Quad-Cities Investment Group
Iowa
$358K +$89 +1 +0%
SAM
2098
Strategy Asset Managers
California
$356K +$17.9K +200 +5%
AWP
2099
Ascent Wealth Partners
New York
$355K -$21.9K -245 -6%
BL
2100
BCWM LLC
Kansas
$354K -$19.8K -221 -5%
82 83
84
85 86