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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2151
Pacific Center for Financial Services
California
$318K – – –
M
2152
MOTCO
Texas
$315K +$6.53K +73 +2%
CWA
2153
Clarus Wealth Advisors
Arizona
$315K +$41.5K +464 +16%
HIM
2154
Hotaling Investment Management
Pennsylvania
$314K +$305K +3,416 New
RWM
2155
Reston Wealth Management
Virginia
$312K +$303K +3,395 New
PWM
2156
Patriot Wealth Management
Texas
$311K +$14.8K +165 +5%
SB
2157
Strategic Blueprint
Georgia
$311K +$303K +3,384 New
GC
2158
Gilbert & Cook
Iowa
$309K -$23.7K -265 -7%
SFFS
2159
Stonehage Fleming Financial Services
Jersey
$308K – – –
WA
2160
Waverly Advisors
Alabama
$307K -$1.07M -11,982 -78%
KM
2161
Kalos Management
Georgia
$307K +$41.5K +464 +17%
LC
2162
Lindbrook Capital
California
$307K +$299K +3,343 New
AAP
2163
Arax Advisory Partners
Colorado
$306K -$24.7K -276 -8%
MIFH
2164
Migdal Insurance & Financial Holdings
Israel
$305K -$307K -3,430 -51%
HCM
2165
Harvey Capital Management
Florida
$305K – – –
FPCP
2166
Fort Point Capital Partners
California
$304K -$31.3K -350 -10%
CW
2167
Cobiz Wealth
Colorado
$304K -$2.15K -24 -0.7%
UC
2168
Unio Capital
New Jersey
$304K +$296K +3,309 New
MWA
2169
Meridian Wealth Advisors
Texas
$303K +$295K +3,295 New
DDPIC
2170
Deroy & Devereaux Private Investment Counsel
Michigan
$302K – – –
SRC
2171
Shufro Rose & Co
New York
$297K +$289K +3,230 New
CIC
2172
Chilton Investment Company
Connecticut
$296K +$288K +3,217 New
CFIA
2173
Cantor Fitzgerald Investment Advisors
New York
$295K – – –
AAS
2174
Annex Advisory Services
Wisconsin
$295K +$179 +2 +0.1%
PWM
2175
Paulson Wealth Management
Illinois
$295K +$71K +794 +32%
85 86
87
88 89