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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2101
WealthSource Partners
California
$1.21M -$128K -865 -9%
EWA
2102
Elevate Wealth Advisory
Georgia
$1.2M +$1.22M +8,207 New
TVWM
2103
Tower View Wealth Management
Wisconsin
$1.2M +$5.78K +39 +0.5%
SPW
2104
Sonoma Private Wealth
California
$1.2M -$73.3K -495 -6%
CIM
2105
CIM Investment Management
Pennsylvania
$1.2M – – –
KCIC
2106
Kuhn & Co Investment Counsel
Illinois
$1.2M +$1.21M +8,162 New
MM
2107
MQS Management
New York
$1.2M +$1.21M +8,161 New
GC
2108
Gratus Capital
Georgia
$1.2M -$515K -3,474 -30%
FAN
2109
Financial Advisors Network
California
$1.2M -$49.3K -333 -4%
AGP
2110
Autumn Glory Partners
Texas
$1.19M -$3.56M -24,039 -75%
SWA
2111
SFMG Wealth Advisors
Texas
$1.19M +$30.7K +207 +3%
GJWM
2112
Gilliland Jeter Wealth Management
Arkansas
$1.19M +$1.2M +8,117 New
MIM
2113
Moseley Investment Management
Florida
$1.19M -$20.3K -137 -2%
GA
2114
GoalVest Advisory
New York
$1.19M +$131K +887 +12%
PMA
2115
Prudent Man Advisors
Illinois
$1.19M -$75.1K -507 -6%
PGA
2116
Portland Global Advisors
Maine
$1.19M -$16.7K -113 -1%
DWM
2117
Dorchester Wealth Management
Quebec, Canada
$1.18M -$14.8K -100 -1%
BKA
2118
Brick & Kyle Associates
Pennsylvania
$1.18M -$6.81K -46 -0.6%
BHBT
2119
Burke & Herbert Bank & Trust
Virginia
$1.18M -$3.7K -25 -0.3%
WF
2120
WoodTrust Financial
Wisconsin
$1.18M +$81.2K +548 +7%
IDBONY
2121
Israel Discount Bank of New York
New York
$1.18M -$2.22K -15 -0.2%
AIC
2122
Archer Investment Corporation
Indiana
$1.18M +$151K +1,022 +15%
SIS
2123
Sound Income Strategies
Florida
$1.17M +$108K +726 +10%
WAM
2124
Wolverine Asset Management
Illinois
$1.16M -$2.05M -13,832 -64%
AA
2125
Apriem Advisors
California
$1.16M -$23.3K -157 -2%
83 84
85
86 87