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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2101
Duality Advisers
Florida
$833K +$837K +5,987 New
PWM
2102
PBMares Wealth Management
Virginia
$832K +$115K +820 +16%
CCIA
2103
Campbell & Co Investment Adviser
Maryland
$827K +$831K +5,943 New
CWS
2104
Cypress Wealth Services
California
$824K +$828K +5,925 New
FNBOSM
2105
First National Bank of South Miami
Florida
$823K -$68.2K -488 -8%
BWA
2106
Bordeaux Wealth Advisors
California
$823K +$826K +5,913 New
GIM
2107
Greylin Investment Management
Virginia
$821K -$59.4K -425 -7%
AIA
2108
Arbor Investment Advisors
North Carolina
$819K +$839 +6 +0.1%
PA
2109
PFG Advisors
Arizona
$819K +$17.6K +126 +2%
FA
2110
Fiducient Advisors
Illinois
$818K +$821K +5,877 New
GGS
2111
Galvin Gaustad & Stein
Arizona
$817K +$820K +5,869 New
SSWM
2112
Sheets Smith Wealth Management
North Carolina
$816K +$419 +3 +0.1%
GC
2113
Gilbert & Cook
Iowa
$815K +$122K +876 +18%
DA
2114
Doliver Advisors
Texas
$812K +$38.4K +275 +5%
BFA
2115
Brendel Financial Advisors
New Hampshire
$810K -$513K -3,667 -39%
CG
2116
Corundum Group
Colorado
$809K +$24K +172 +3%
KA
2117
Klingman & Associates
New York
$809K +$90.4K +647 +13%
LWM
2118
Liberty Wealth Management
California
$806K +$52K +372 +6%
GC
2119
Garde Capital
Washington
$806K +$168K +1,201 +26%
ECA
2120
Elevated Capital Advisors
Utah
$805K -$41.6K -298 -5%
MWA
2121
Meridian Wealth Advisors
Texas
$805K -$35.6K -255 -4%
MA
2122
MONECO Advisors
Connecticut
$804K -$93.4K -668 -10%
PFC
2123
Phocas Financial Corp
California
$803K -$41.8K -299 -5%
AI
2124
ArchPoint Investors
Florida
$802K – – –
RPA
2125
Rock Point Advisors
Vermont
$801K -$10.2K -73 -1%
83 84
85
86 87