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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
2101
Institute for Wealth Management
Colorado
$1.02M – – –
HCM
2102
Hodges Capital Management
Texas
$1.02M -$409K -2,718 -28%
QC
2103
Quent Capital
New York
$1.02M -$868K -5,775 -45%
SPWM
2104
Schrum Private Wealth Management
Florida
$1.02M -$7.37K -49 -0.7%
AA
2105
Addison Advisors
Vermont
$1.02M +$10.2K +68 +1%
SAM
2106
Seelaus Asset Management
New Jersey
$1.01M +$30.1K +200 +3%
LRIC
2107
Long Road Investment Counsel
Michigan
$1.01M +$256K +1,700 +32%
SCP
2108
Stamos Capital Partners
California
$1.01M +$1.06M +7,050 New
HFG
2109
Heron Financial Group
New York
$1.01M +$451 +3 +0%
AIC
2110
Ayalon Insurance Company
Israel
$1.01M -$222K -1,480 -17%
S
2111
SimplyRich
California
$1.01M -$1.95K -13 -0.2%
CSWG
2112
Cardinal Strategic Wealth Guidance
Kentucky
$1.01M -$27.5K -183 -3%
GWM
2113
Greenwich Wealth Management
Connecticut
$1M -$14.1K -94 -1%
BSB
2114
Bangor Savings Bank
Maine
$1M -$1.5K -10 -0.1%
MLA
2115
My Legacy Advisors
Oregon
$1M -$24K -160 -2%
PMA
2116
Prudent Man Advisors
Illinois
$999K -$14.3K -95 -1%
CWM
2117
Chemistry Wealth Management
New York
$996K -$24K -160 -2%
NLP
2118
Next Level Private
New York
$996K +$1.04M +6,927 New
XSC
2119
X-Square Capital
Puerto Rico
$991K +$20.7K +138 +2%
LB
2120
Legacy Bridge
Iowa
$986K -$90.2K -600 -8%
BA
2121
Bivin & Associates
Oklahoma
$986K -$31.3K -208 -3%
CSB
2122
City State Bank
Iowa
$985K +$6.76K +45 +0.7%
RCG
2123
Resource Consulting Group
Florida
$983K – – –
KP
2124
Keel Point
Alabama
$982K +$250K +1,662 +33%
MAM
2125
Morse Asset Management
Connecticut
$978K -$30.1K -200 -3%
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85
86 87