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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2076
Creative Financial Designs
Indiana
$827K +$25K +185 +3%
XSC
2077
X-Square Capital
Puerto Rico
$826K +$227K +1,675 +38%
DFG
2078
Demars Financial Group
Washington
$824K +$2.98K +22 +0.4%
MF
2079
Montis Financial
Massachusetts
$823K – – –
CCA
2080
Childress Capital Advisors
Texas
$822K -$102K -755 -11%
RIM
2081
Reliant Investment Management
Tennessee
$821K – – –
IWA
2082
Intercontinental Wealth Advisors
Texas
$821K +$66K +488 +9%
WA
2083
Wealth Architects
California
$820K +$221K +1,630 +37%
GWSG
2084
GPS Wealth Strategies Group
Colorado
$818K +$45.9K +339 +6%
LTI
2085
Laffer Tengler Investments
Tennessee
$818K -$481K -3,557 -37%
MA
2086
MONECO Advisors
Connecticut
$817K +$11.9K +88 +1%
FBFS
2087
First Business Financial Services
Wisconsin
$817K +$66.6K +492 +9%
FNC
2088
First National Corp
Massachusetts
$816K +$30.2K +223 +3%
CC
2089
Cadinha & Co
Hawaii
$816K +$43.3K +320 +6%
SSWM
2090
Sheets Smith Wealth Management
North Carolina
$811K +$541 +4 +0.1%
PAWC
2091
P.A.W. Capital
Connecticut
$810K – – –
KA
2092
Klingman & Associates
New York
$805K -$114K -840 -12%
FC
2093
Forte Capital
New York
$803K +$56.4K +417 +8%
WQ
2094
Wealth Quarterback
New Jersey
$803K +$805K +5,948 New
VFA
2095
Voya Financial Advisors
Connecticut
$802K -$8.14M -60,132 -91%
PSB
2096
Piscataqua Savings Bank
New Hampshire
$802K -$20.3K -150 -2%
LWM
2097
Liberty Wealth Management
California
$801K -$42.2K -312 -5%
GC
2098
Garde Capital
Washington
$798K +$27.3K +202 +4%
SAM
2099
Strategy Asset Managers
California
$798K +$28.8K +213 +4%
HCM
2100
HMS Capital Management
Tennessee
$797K +$23.1K +171 +3%
82 83
84
85 86