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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2301
Steph & Co
Wisconsin
$559K -$3K -23 -0.6%
AWM
2302
Adams Wealth Management
Utah
$559K – – –
LSC
2303
Lesa Sroufe & Co
Washington
$559K – – –
BIA
2304
Barry Investment Advisors
Massachusetts
$559K +$522 +4 +0.1%
MW
2305
MBL Wealth
North Carolina
$559K +$80.8K +619 +18%
JLBC
2306
J.L. Bainbridge & Co
Florida
$558K -$60.5K -464 -10%
SBF
2307
Sara-Bay Financial
Florida
$557K -$61.5K -471 -10%
SHWM
2308
Silicon Hills Wealth Management
Texas
$556K – – –
WOSD
2309
WFA of San Diego
California
$556K +$536K +4,106 New
MFGM
2310
Marshall Financial Group (Maryland)
Maryland
$555K -$16.7K -128 -3%
AMCA
2311
Arthur M. Cohen & Associates
Illinois
$553K – – –
GPA
2312
Guidance Point Advisors
Massachusetts
$552K – – –
CHJWM
2313
Carlton Hofferkamp & Jenks Wealth Management
Texas
$551K +$12.9K +99 +2%
SWP
2314
Strategic Wealth Partners
Ohio
$550K -$917K -7,029 -63%
CVM
2315
Cheviot Value Management
California
$548K -$44.1K -338 -8%
PGWM
2316
Parisi Gray Wealth Management
New Jersey
$548K +$652 +5 +0.1%
TCBWMS
2317
Texas Capital Bank Wealth Management Services
Texas
$548K +$77K +590 +17%
PP
2318
Professional Planning
California
$546K -$669K -5,125 -56%
PWS
2319
Private Wealth Strategies
Ohio
$546K +$130 +1 +0%
AWMF
2320
Arbor Wealth Management (Florida)
Florida
$545K +$57.4K +440 +12%
GCA
2321
Greenwood Capital Associates
South Carolina
$545K +$525K +4,027 New
TW
2322
TrinityPoint Wealth
Connecticut
$544K -$1.63M -12,455 -76%
MWM
2323
Mascoma Wealth Management
New Hampshire
$544K -$56.2K -431 -10%
MC
2324
Montag & Caldwell
Georgia
$543K +$40.4K +310 +8%
AWG
2325
Altus Wealth Group
Colorado
$542K -$31.1K -238 -6%
91 92
93
94 95