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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2301
WealthOne
New York
$565K +$1.98K +14 +0.3%
GFPC
2302
Global Financial Private Client
Florida
$563K – – –
PWS
2303
Private Wealth Strategies
Ohio
$562K +$283 +2 +0%
MC
2304
Montag & Caldwell
Georgia
$561K – – –
CWA
2305
Canvas Wealth Advisors
Kansas
$561K +$75.1K +530 +15%
ESCM
2306
Echo Street Capital Management
New York
$561K +$569K +4,011 New
GPA
2307
Guidance Point Advisors
Massachusetts
$560K -$7.23K -51 -1%
LA
2308
Latitude Advisors
Florida
$560K +$281K +1,983 +98%
SWP
2309
Summit Wealth Partners
Florida
$560K -$81.2K -573 -13%
TA
2310
TruWealth Advisors
Louisiana
$559K -$23.1K -163 -4%
NA
2311
Nottingham Advisors
New York
$558K – – –
RAM
2312
Redmond Asset Management
Virginia
$558K +$4.39K +31 +0.8%
TLCM
2313
Twin Lakes Capital Management
California
$558K +$132K +929 +30%
SWM
2314
Sugarloaf Wealth Management
Georgia
$557K -$27.2K -192 -5%
PCFFS
2315
Pacific Center for Financial Services
California
$556K +$142 +1 +0%
TFGT
2316
TS Financial Group (TSFG)
Illinois
$556K +$1.98K +14 +0.4%
CCP
2317
Cardan Capital Partners
Colorado
$554K +$24.8K +175 +5%
ACM
2318
Armbruster Capital Management
New York
$551K – – –
HSWM
2319
Hubbell Strickland Wealth Management
Louisiana
$551K +$850 +6 +0.2%
GCA
2320
Greenwood Capital Associates
South Carolina
$549K -$14.2K -100 -2%
CRWM
2321
Castle Rock Wealth Management
California
$547K -$1.98K -14 -0.4%
CWS
2322
Cypress Wealth Services
California
$546K -$178K -1,253 -24%
TIA
2323
Tiemann Investment Advisors
California
$546K -$10.6K -75 -2%
RTS
2324
Round Table Services
New Jersey
$546K +$107K +754 +24%
PHK
2325
Point72 Hong Kong
Hong Kong
$546K +$554K +3,907 New
91 92
93
94 95