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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2076
Focused Wealth Management
New York
$637K +$3.62K +31 +0.6%
NCM
2077
Novare Capital Management
North Carolina
$636K -$115K -985 -16%
AAS
2078
Annex Advisory Services
Wisconsin
$636K +$72.7K +623 +13%
IIC
2079
Integrated Investment Consultants
Michigan
$633K -$14.8K -127 -2%
M
2080
MOTCO
Texas
$632K +$168K +1,442 +38%
BAM
2081
Brave Asset Management
New Jersey
$631K +$3.73K +32 +0.6%
WCM
2082
Wedge Capital Management
North Carolina
$631K +$18.9K +162 +3%
TAIM
2083
TD Ameritrade Investment Management
Nebraska
$630K -$185K -1,585 -23%
TF
2084
Trek Financial
Arizona
$630K +$615K +5,271 New
PIP
2085
Peachtree Investment Partners
Florida
$629K -$68.1K -584 -10%
LPT
2086
Legacy Private Trust
Wisconsin
$628K – – –
I
2087
INVST
Indiana
$626K +$309K +2,652 +103%
PWP
2088
Private Wealth Partners
California
$625K +$4.78K +41 +0.8%
PA
2089
PFG Advisors
Arizona
$624K +$77.7K +666 +15%
RAM
2090
Redmond Asset Management
Virginia
$622K -$8.75K -75 -1%
FA
2091
Financial Advisors
Massachusetts
$622K +$350 +3 +0.1%
EI
2092
Ellevest Inc
New York
$618K +$26.1K +224 +5%
SMG
2093
Spectrum Management Group
Indiana
$618K +$413K +3,542 +218%
PWM
2094
PBMares Wealth Management
Virginia
$617K -$17.5K -150 -3%
NQWM
2095
Northwest Quadrant Wealth Management
Oregon
$617K +$7.35K +63 +1%
FBFS
2096
First Business Financial Services
Wisconsin
$616K -$163K -1,400 -21%
RCG
2097
Ruane, Cunniff & Goldfarb
New York
$615K -$29.7K -255 -5%
WC
2098
Weil Company
California
$613K +$7.93K +68 +1%
WI
2099
WrapManager Inc
California
$613K +$165K +1,418 +38%
PFC
2100
Phocas Financial Corp
California
$612K -$222K -1,900 -27%
82 83
84
85 86