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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2101
Sanctuary Wealth Management
Idaho
$253K +$248K +2,754 New
CAC
2102
Certified Advisory Corp
Florida
$251K +$246K +2,732 New
LWM
2103
Lyell Wealth Management
California
$250K -$22.6K -251 -8%
BIA
2104
Biondo Investment Advisors
Pennsylvania
$248K -$6.75K -75 -3%
SSI
2105
Scott & Selber Inc
Texas
$248K – – –
YMRC
2106
Yorktown Management & Research Company
Virginia
$248K – – –
CRWM
2107
Castle Rock Wealth Management
California
$248K +$243K +2,703 New
W
2108
WealthShield
North Carolina
$248K +$245K +2,726 New
WP
2109
WealthShield Partners
North Carolina
$248K +$245K +2,726 New
TCB
2110
Texas Capital Bancshares
Texas
$247K -$9.44K -105 -4%
AIP
2111
ARS Investment Partners
New York
$246K -$39.8K -443 -14%
WCWM
2112
Wooster Corthell Wealth Management
Connecticut
$245K +$240K +2,664 New
SFWA
2113
Summit Financial Wealth Advisors
Louisiana
$241K -$361K -4,018 -60%
CG
2114
Cutler Group
California
$240K -$4.29M -47,729 -95%
LD
2115
Lipe & Dalton
New York
$240K – – –
SIM
2116
Sterling Investment Management
Arizona
$240K +$90 +1 +0%
GAAM
2117
Guinness Atkinson Asset Management
California
$238K – – –
LIM
2118
Loudon Investment Management
New Hampshire
$238K – – –
WAS
2119
Winch Advisory Services
Wisconsin
$237K -$4.41K -49 -2%
KTA
2120
Keeley-Teton Advisors
Illinois
$237K +$90 +1 +0%
PFA
2121
Pathway Financial Advisors
Vermont
$236K +$231K +2,570 New
PWM
2122
Paulson Wealth Management
Illinois
$235K +$230K +2,554 New
FC
2123
Forte Capital
New York
$233K -$17.6K -196 -7%
AIA
2124
AIMZ Investment Advisors
California
$231K -$8.99K -100 -4%
ACM
2125
AUA Capital Management
Pennsylvania
$231K – – –
83 84
85
86 87