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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2101
Sanctuary Wealth Management
Idaho
$218K – – –
BLAM
2102
Bourne Lent Asset Management
New York
$214K -$16.7K -200 -7%
YMRC
2103
Yorktown Management & Research Company
Virginia
$214K – – –
DA
2104
DSC Advisors
Illinois
$213K +$20.6K +247 +10%
RIG
2105
Renaissance Investment Group
Massachusetts
$212K -$29.8K -358 -12%
ACP
2106
Arcus Capital Partners
Georgia
$210K -$44.4K -533 -17%
PFA
2107
Pathway Financial Advisors
Vermont
$210K +$6.09K +73 +3%
PWM
2108
Paulson Wealth Management
Illinois
$210K +$8.09K +97 +4%
RHJA
2109
Rice Hall James & Associates
California
$209K -$45.7K -548 -17%
LD
2110
Lipe & Dalton
New York
$207K – – –
SIM
2111
Sterling Investment Management
Arizona
$207K +$83 +1 +0%
NEPPG
2112
New England Professional Planning Group
Rhode Island
$206K -$8.34K -100 -3%
WAS
2113
Winch Advisory Services
Wisconsin
$206K +$1.83K +22 +0.9%
KA
2114
Klingman & Associates
New York
$206K +$12.9K +155 +6%
MC
2115
Miles Capital
Iowa
$206K +$216K +2,594 New
CPH
2116
C Partners Holding
Switzerland
$205K -$38.4K -460 -15%
LIM
2117
Loudon Investment Management
New Hampshire
$205K – – –
NWM
2118
Northwest Wealth Management
Iowa
$205K +$215K +2,579 New
FAG
2119
Financial Advisory Group
Texas
$204K -$337K -4,048 -61%
FIM
2120
Frontier Investment Management
Texas
$203K -$213K -2,555 -50%
ACM
2121
AUA Capital Management
Pennsylvania
$201K +$1.58K +19 +0.8%
NCM
2122
New Capital Management
Texas
$198K – – –
KA
2123
Kaizen Advisory
Illinois
$195K – – –
C
2124
Cerebellum
California
$191K +$90.2K +1,082 +82%
CAM
2125
ClariVest Asset Management
California
$188K -$180K -2,160 -48%