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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2401
Tanager Wealth Management
United Kingdom
$898K -$20.2K -139 -2%
OFO
2402
OneAscent Family Office
Alabama
$897K +$426K +2,927 +92%
CSB
2403
City State Bank
Iowa
$895K +$2.47K +17 +0.3%
HIA
2404
HTG Investment Advisors
Connecticut
$895K -$32K -220 -3%
FAN
2405
Financial Advisors Network
California
$895K -$13.5K -93 -2%
ZAM
2406
Zevin Asset Management
Massachusetts
$894K -$72.5K -498 -8%
NFA
2407
Northern Financial Advisors
Michigan
$894K -$14.7K -101 -2%
PWM
2408
Partnership Wealth Management
Maryland
$891K -$13.5K -93 -2%
AT
2409
Adelphi Trust
Florida
$891K +$91.8K +631 +12%
WW
2410
Winnow Wealth
Texas
$890K -$29.8K -205 -3%
SIAG
2411
Safeguard Investment Advisory Group
California
$890K +$232K +1,597 +36%
AL
2412
ADE LLC
Maryland
$889K – – –
PCI
2413
Planning Center Inc
Illinois
$889K – – –
AA
2414
Alesco Advisors
New York
$888K +$140K +962 +19%
HPIA
2415
Hamilton Point Investment Advisors
North Carolina
$886K -$3.06K -21 -0.3%
VWM
2416
Vigilare Wealth Management
Arizona
$885K +$8.3K +57 +1%
MSWA
2417
Marshall & Sterling Wealth Advisors
New York
$884K +$146 +1 +0%
TIA
2418
TCFG Investment Advisors
California
$881K +$5.68K +39 +0.7%
GWA
2419
Gibson Wealth Advisors
Texas
$881K – – –
PIMG
2420
Patriot Investment Management Group
Tennessee
$880K -$95K -653 -10%
DCM
2421
Davis Capital Management
Florida
$880K -$38.6K -265 -4%
FF
2422
Farrow Financial
Vermont
$878K – – –
SFG
2423
Shum Financial Group
California
$877K -$80.2K -551 -8%
MWA
2424
Medallion Wealth Advisors
Connecticut
$874K -$188K -1,294 -18%
CG
2425
Corundum Group
Colorado
$873K +$26.9K +185 +3%
95 96
97
98 99