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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
WP
2101
WealthShield Partners
North Carolina
$248K +$245K +2,726 New
TCB
2102
Texas Capital Bancshares
Texas
$247K -$9.44K -105 -4%
AIP
2103
ARS Investment Partners
New York
$246K -$39.8K -443 -14%
WCWM
2104
Wooster Corthell Wealth Management
Connecticut
$245K +$240K +2,664 New
SFWA
2105
Summit Financial Wealth Advisors
Louisiana
$241K -$361K -4,018 -60%
CG
2106
Cutler Group
California
$240K -$4.29M -47,729 -95%
LD
2107
Lipe & Dalton
New York
$240K
SIM
2108
Sterling Investment Management
Arizona
$240K +$90 +1 +0%
GAAM
2109
Guinness Atkinson Asset Management
California
$238K
LIM
2110
Loudon Investment Management
New Hampshire
$238K
WAS
2111
Winch Advisory Services
Wisconsin
$237K -$4.41K -49 -2%
KTA
2112
Keeley-Teton Advisors
Illinois
$237K +$90 +1 +0%
PFA
2113
Pathway Financial Advisors
Vermont
$236K +$231K +2,570 New
PWM
2114
Paulson Wealth Management
Illinois
$235K +$230K +2,554 New
FC
2115
Forte Capital
New York
$233K -$17.6K -196 -7%
AIA
2116
AIMZ Investment Advisors
California
$231K -$8.99K -100 -4%
ACM
2117
AUA Capital Management
Pennsylvania
$231K
CCM
2118
Consolidated Capital Management
California
$231K +$226K +2,511 New
Harris Associates
2119
Harris Associates
Illinois
$231K +$226K +2,515 New
NCM
2120
New Capital Management
Texas
$230K
ACM
2121
Ashford Capital Management
Delaware
$228K
FLII
2122
First Long Island Investors
New York
$228K
HCM
2123
Hilton Capital Management
New York
$228K
OBWP
2124
O'Brien Wealth Partners
Massachusetts
$226K +$90 +1 +0%
KA
2125
Kaizen Advisory
Illinois
$226K +$221K +2,456 New