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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
2201
Market Street Wealth Management Advisors
Indiana
$359K – – –
RWMH
2202
Riverpoint Wealth Management Holdings
Illinois
$358K -$17K -144 -5%
Karpus Investment Management
2203
Karpus Investment Management
New York
$358K +$15K +127 +5%
Klingman & Associates
2204
Klingman & Associates
New York
$356K – – –
MLFP
2205
MPS Loria Financial Planners
Illinois
$356K +$473 +4 +0.1%
BIA
2206
Barry Investment Advisors
Massachusetts
$355K +$2.13K +18 +0.6%
POIA
2207
Pin Oak Investment Advisors
Texas
$354K -$51.8K -438 -13%
CFG
2208
Cooper Financial Group
California
$352K -$61.7K -522 -16%
PAIM
2209
Punch & Associates Investment Management
Minnesota
$352K – – –
IIA
2210
IPG Investment Advisors
California
$352K -$165K -1,400 -33%
PCM
2211
Princeton Capital Management
New Jersey
$350K -$2.95K -25 -0.9%
IWS
2212
Insight Wealth Strategies
California
$350K +$88.4K +748 +36%
CCM
2213
Canal Capital Management
Virginia
$349K -$473 -4 -0.1%
ACM
2214
Alpha Capital Management
Texas
$348K -$3M -25,396 -90%
BFG
2215
Bouchey Financial Group
New York
$348K +$24.6K +208 +8%
LA
2216
Legacy Advisors
Pennsylvania
$346K -$91K -770 -22%
PHK
2217
Point72 Hong Kong
Hong Kong
$345K +$327K +2,770 New
LWM
2218
Lyell Wealth Management
California
$343K -$5.32K -45 -2%
GAM
2219
Gemmer Asset Management
California
$342K +$2.01K +17 +0.6%
PWA
2220
Physician Wealth Advisors
Utah
$342K +$335K +2,837 New
ACM
2221
AlphaStar Capital Management
North Carolina
$341K -$32.5K -275 -9%
RHDIC
2222
R.H. Dinel Investment Counsel
California
$341K – – –
WFMPM
2223
Woodley Farra Manion Portfolio Management
Indiana
$340K +$3.9K +33 +1%
PIM
2224
Profit Investment Management
Maryland
$339K – – –
DSN
2225
D. Scott Neal
Kentucky
$338K +$2.84K +24 +0.9%