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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2201
Winch Advisory Services
Wisconsin
$661K +$76.5K +586 +14%
GAAM
2202
Guinness Atkinson Asset Management
California
$661K +$82.2K +630 +15%
LCM
2203
LCM Capital Management
Illinois
$658K -$17.5K -134 -3%
PCM
2204
Pointe Capital Management
Michigan
$655K – – –
4WM
2205
44 Wealth Management
Oregon
$654K +$49.7K +381 +9%
ASC
2206
Atalanta Sosnoff Capital
New York
$653K -$30.7M -235,392 -98%
GB
2207
Goepper Burkhardt
South Carolina
$653K -$30.3K -232 -5%
AIS
2208
American Investment Services
Massachusetts
$652K -$12.1K -93 -2%
SWM
2209
Shakespeare Wealth Management
Wisconsin
$652K – – –
OAM
2210
Optimal Asset Management
California
$652K +$13K +100 +2%
CNBT
2211
Cornerstone National Bank & Trust
Illinois
$652K +$12.3K +94 +2%
LMAM
2212
Legg Mason Asset Management
Japan
$649K +$116K +890 +23%
CRC
2213
Curi RMB Capital
Illinois
$647K +$522 +4 +0.1%
CA
2214
Continuum Advisory
Idaho
$646K -$7.7K -59 -1%
XWM
2215
Xcel Wealth Management
Florida
$646K +$1.44K +11 +0.2%
SCM
2216
Stordahl Capital Management
Colorado
$644K – – –
MAG
2217
MRA Advisory Group
New Jersey
$644K +$89.2K +684 +17%
CP
2218
Covenant Partners
Tennessee
$643K -$21.3K -163 -3%
HHGA
2219
Halbert Hargrove Global Advisors
California
$641K -$11.5K -88 -2%
CWAF
2220
Core Wealth Advisors (Florida)
Florida
$640K +$65K +498 +12%
SWA
2221
SOA Wealth Advisors
New York
$639K +$2.09K +16 +0.3%
ACM
2222
Ategra Capital Management
Virginia
$638K – – –
WHG
2223
Westwood Holdings Group
Texas
$638K -$125K -958 -17%
HR
2224
Howe & Rusling
New York
$636K -$13.8K -106 -2%
RW
2225
REDW Wealth
New Mexico
$636K – – –
87 88
89
90 91