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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
2101
Vontobel Swiss Wealth Advisors
Switzerland
$612K -$17.5K -150 -3%
PIA
2102
Perennial Investment Advisors
California
$609K +$2.68K +23 +0.5%
CRIG
2103
Charter Research & Investment Group
Connecticut
$608K – – –
CFS
2104
Cannon Financial Strategists
Georgia
$604K +$5.25K +45 +0.9%
PPP
2105
Private Portfolio Partners
New Jersey
$604K -$147K -1,262 -20%
WBG
2106
Wharton Business Group
Pennsylvania
$604K -$1.4K -12 -0.2%
CIM
2107
Chapman Investment Management
California
$603K – – –
GCMG
2108
Gyroscope Capital Management Group
Florida
$601K +$21.7K +186 +4%
HZ
2109
Hixon Zuercher
Ohio
$598K – – –
PAWC
2110
P.A.W. Capital
Connecticut
$598K – – –
WCA
2111
Windsor Creek Advisors
Vermont
$598K – – –
AI
2112
ArchPoint Investors
Florida
$598K +$108K +925 +23%
ISWM
2113
Independent Solutions Wealth Management
New York
$598K -$7K -60 -1%
BB
2114
Bell Bank
North Dakota
$596K -$3.62K -31 -0.6%
AIS
2115
American Investment Services
Massachusetts
$594K -$41.2K -353 -7%
PFA
2116
Pettinga Financial Advisors
Indiana
$593K – – –
FSA
2117
Financial Sense Advisors
California
$591K +$577K +4,946 New
TIA
2118
Tiemann Investment Advisors
California
$590K +$93.3K +800 +19%
OCPWS
2119
One Charles Private Wealth Services
Massachusetts
$587K +$511K +4,380 New
SWM
2120
Shakespeare Wealth Management
Wisconsin
$585K -$9.91K -85 -2%
SC
2121
Sepio Capital
Utah
$583K -$3.32M -28,465 -85%
CHJWM
2122
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K +$525K +4,504 New
FFG
2123
Frisch Financial Group
New York
$577K -$8.75K -75 -2%
TK
2124
TIAA Kaspick
Massachusetts
$577K +$28.6K +245 +5%
AA
2125
Argent Advisors
Louisiana
$576K +$60.8K +521 +12%
83 84
85
86 87