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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2301
Marcum Wealth
Ohio
$593K +$59.3K +424 +11%
AWG
2302
Altus Wealth Group
Colorado
$593K +$597K +4,268 New
TCB
2303
Texas Capital Bancshares
Texas
$592K +$127K +909 +27%
GAAM
2304
Guinness Atkinson Asset Management
California
$591K +$62.5K +447 +12%
ECAM
2305
East Coast Asset Management
Massachusetts
$589K – – –
CWAF
2306
Core Wealth Advisors (Florida)
Florida
$588K +$1.82K +13 +0.3%
PFG
2307
PAX Financial Group
Texas
$588K +$15.1K +108 +3%
MFGM
2308
Marshall Financial Group (Maryland)
Maryland
$588K +$590K +4,223 New
HFA
2309
High Falls Advisors
New York
$587K +$589K +4,215 New
SW
2310
StrongBox Wealth
Missouri
$586K +$2.38K +17 +0.4%
WCA
2311
Westover Capital Advisors
Delaware
$585K -$2.52K -18 -0.4%
TCM
2312
Tradewinds Capital Management
Washington
$583K +$140 +1 +0%
C
2313
Certuity
Florida
$583K +$118K +844 +25%
CWP
2314
Curated Wealth Partners
California
$582K +$584K +4,180 New
FWP
2315
Firethorn Wealth Partners
Georgia
$582K +$585K +4,185 New
TA
2316
TruWealth Advisors
Louisiana
$581K +$584K +4,179 New
AWA
2317
Acorn Wealth Advisors
Michigan
$579K +$14.3K +102 +3%
NC
2318
NewSquare Capital
Pennsylvania
$579K +$151K +1,077 +35%
OHS
2319
Odey Holdings (Switzerland)
Switzerland
$578K – – –
ACM
2320
Alethea Capital Management
Washington
$577K – – –
SC
2321
Steph & Co
Wisconsin
$577K +$70.2K +502 +14%
AWM
2322
Adams Wealth Management
Utah
$575K -$10.5K -75 -2%
LSC
2323
Lesa Sroufe & Co
Washington
$574K – – –
BIA
2324
Barry Investment Advisors
Massachusetts
$573K +$3.08K +22 +0.5%
SHWM
2325
Silicon Hills Wealth Management
Texas
$572K – – –
91 92
93
94 95