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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2301
Resurgent Financial Advisors
Georgia
$828K -$84.1K -588 -10%
TWM
2302
TriaGen Wealth Management
California
$828K +$5.43K +38 +0.7%
GFG
2303
Goldstone Financial Group
Illinois
$828K +$796K +5,567 New
CIP
2304
Convergence Investment Partners
Florida
$826K +$11.2K +78 +1%
BCP
2305
Berkeley Capital Partners
Georgia
$825K +$41K +287 +5%
ODG
2306
O'Dell Group
Ohio
$823K -$54K -378 -6%
SLT
2307
St Louis Trust
Missouri
$822K – – –
WC
2308
Waterloo Capital
Texas
$821K +$790K +5,523 New
AIA
2309
Alera Investment Advisors
Illinois
$821K -$71.9K -503 -8%
CSA
2310
Cottage Street Advisors
Massachusetts
$820K +$496K +3,468 +169%
SPWM
2311
Schrum Private Wealth Management
Florida
$817K -$22.6K -158 -3%
OLVIG
2312
Oliver Lagore Vanvalin Investment Group
Michigan
$817K +$312K +2,182 +66%
FI
2313
Financial Insights
Washington
$816K -$270K -1,891 -26%
AWAU
2314
Alliance Wealth Advisors (Utah)
Utah
$816K +$353K +2,471 +82%
FTWA
2315
Fifth Third Wealth Advisors
Ohio
$815K +$783K +5,480 New
AMBIA
2316
Allen Mooney & Barnes Investment Advisors
Georgia
$813K -$13.9K -97 -2%
PFM
2317
Premier Fund Managers
United Kingdom
$811K – – –
LOPW
2318
Live Oak Private Wealth
North Carolina
$809K +$1.29K +9 +0.2%
CHJWM
2319
Carlton Hofferkamp & Jenks Wealth Management
Texas
$808K -$11.7K -82 -2%
XSC
2320
X-Square Capital
Puerto Rico
$808K -$194K -1,357 -20%
KWM
2321
Kolinsky Wealth Management
New Jersey
$807K +$341K +2,388 +79%
PPW
2322
Pasadena Private Wealth
California
$806K -$3.43K -24 -0.4%
CSWG
2323
Cardinal Strategic Wealth Guidance
Kentucky
$803K -$115K -804 -13%
NQWM
2324
Northwest Quadrant Wealth Management
Oregon
$802K +$5.72K +40 +0.7%
SEM
2325
Strategic Equity Management
Arizona
$802K – – –
91 92
93
94 95