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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2351
O'Brien Wealth Partners
Massachusetts
$311K -$58.2K -485 -15%
PAIM
2352
Punch & Associates Investment Management
Minnesota
$311K – – –
SCG
2353
Sonata Capital Group
Washington
$310K -$11.2K -93 -3%
MSWMA
2354
Market Street Wealth Management Advisors
Indiana
$310K -$7.92K -66 -2%
PCM
2355
Princeton Capital Management
New Jersey
$310K – – –
GAM
2356
Gemmer Asset Management
California
$310K +$8.04K +67 +2%
HIM
2357
Hotaling Investment Management
Pennsylvania
$309K -$23.2K -193 -6%
EP
2358
Edgestream Partners
New Jersey
$309K +$54.4K +453 +19%
ACM
2359
Alpha Capital Management
Texas
$307K – – –
MWPCG
2360
Measured Wealth Private Client Group
New Hampshire
$307K +$335K +2,789 New
UWM
2361
USAdvisors Wealth Management
Minnesota
$307K +$335K +2,789 New
LWM
2362
Lyell Wealth Management
California
$305K +$840 +7 +0.3%
BEAM
2363
Baker Ellis Asset Management
Washington
$304K -$12K -100 -3%
RPGK
2364
Retirement Planning Group (Kansas)
Kansas
$304K +$960 +8 +0.3%
RHDIC
2365
R.H. Dinel Investment Counsel
California
$302K – – –
OFS
2366
Oldfather Financial Services
Nebraska
$301K -$23.5K -196 -7%
TWP
2367
Tempus Wealth Planning
California
$301K – – –
PIM
2368
Profit Investment Management
Maryland
$299K – – –
NIM
2369
NuWave Investment Management
New Jersey
$298K -$124K -1,033 -28%
BWA
2370
Beam Wealth Advisors
Louisiana
$298K +$33K +275 +11%
SCM
2371
Sitrin Capital Management
California
$296K – – –
PFO
2372
Pathstone Family Office
New Jersey
$296K +$77.3K +644 +31%
NEPPG
2373
New England Professional Planning Group
Rhode Island
$295K +$120 +1 +0%
MFS
2374
McNamara Financial Services
Massachusetts
$293K – – –
AIP
2375
Ahrens Investment Partners
Louisiana
$293K +$22.8K +190 +8%
93 94
95
96 97