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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
2401
Sivia Capital Partners
California
$979K +$166K +1,016 +20%
FCMC
2402
Founders Capital Management (Connecticut)
Connecticut
$978K – – –
TWM
2403
TCFG Wealth Management
California
$978K -$21.2K -130 -2%
APG
2404
Abacus Planning Group
South Carolina
$977K +$60.9K +373 +6%
SCI
2405
Stableford Capital II
Arizona
$977K +$57.6K +353 +6%
RPCONE
2406
Retirement Planning Company of New England
Rhode Island
$976K -$1.47K -9 -0.1%
TC
2407
Trilogy Capital
California
$972K +$2.77K +17 +0.3%
APSI
2408
Asset Planning Services Inc
Louisiana
$969K – – –
PW
2409
PUREfi Wealth
Massachusetts
$969K +$158K +970 +19%
BMWS
2410
Brady Martz Wealth Solutions
North Dakota
$968K +$12.2K +75 +1%
CF
2411
Claris Financial
Virginia
$968K +$158K +967 +19%
WAL
2412
W Advisors LLC
Tennessee
$967K -$14.9K -91 -1%
MW
2413
MBL Wealth
North Carolina
$965K -$35.3K -216 -3%
GSWM
2414
Golden State Wealth Management
California
$964K +$7.51K +46 +0.8%
VAG
2415
VisionPoint Advisory Group
Texas
$962K +$614K +3,759 +165%
PPW
2416
Pasadena Private Wealth
California
$961K – – –
CA
2417
Calton & Associates
Florida
$961K +$231K +1,414 +31%
DFA
2418
Davies Financial Advisors
California
$960K -$6.2K -38 -0.6%
WC
2419
Wynn Capital
Georgia
$960K -$66.9K -410 -6%
AWAU
2420
Alliance Wealth Advisors (Utah)
Utah
$959K +$37.9K +232 +4%
SOAMC
2421
Spirit of America Management Corp
New York
$958K -$171K -1,050 -15%
AA
2422
Apriem Advisors
California
$957K – – –
SLT
2423
St Louis Trust
Missouri
$957K – – –
GWA
2424
Gibson Wealth Advisors
Texas
$957K -$65.3K -400 -6%
PIA
2425
Perennial Investment Advisors
California
$957K -$3.26K -20 -0.3%
95 96
97
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