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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2426
Syntegra Private Wealth Group
Missouri
$715K +$662K +4,720 New
UCI
2427
Uncommon Cents Investing
Wisconsin
$715K +$14K +100 +2%
TW
2428
TrinityPoint Wealth
Connecticut
$714K +$12.1K +86 +2%
CCFM
2429
Clear Creek Financial Management
Washington
$714K +$170K +1,214 +35%
GM
2430
GeoWealth Management
Illinois
$711K -$588K -4,198 -47%
WCWM
2431
Willow Creek Wealth Management
California
$711K +$93.4K +666 +17%
CWM
2432
Cahaba Wealth Management
Georgia
$711K -$14.6K -104 -2%
TAM
2433
Todd Asset Management
Kentucky
$710K -$11.8K -84 -2%
LPAM
2434
Lodestar Private Asset Management
California
$710K +$656K +4,682 New
BIA
2435
Barry Investment Advisors
Massachusetts
$709K +$3.08K +22 +0.5%
CP
2436
Covenant Partners
Tennessee
$709K – – –
BIG
2437
Builder Investment Group
Georgia
$707K +$654K +4,664 New
CFO
2438
Callan Family Office
Pennsylvania
$706K +$653K +4,661 New
TNA
2439
True North Advisors
Texas
$706K +$4.07K +29 +0.6%
TCBWMS
2440
Texas Capital Bank Wealth Management Services
Texas
$703K -$57.5K -410 -8%
FWA
2441
FSM Wealth Advisors
Ohio
$700K -$154K -1,095 -19%
FWP
2442
Firethorn Wealth Partners
Georgia
$699K +$44.9K +320 +7%
LA
2443
LexAurum Advisors
Kansas
$698K -$5.05K -36 -0.8%
GKWIM
2444
Gerber Kawasaki Wealth & Investment Management
California
$698K -$8.69K -62 -1%
HIP
2445
Harrell Investment Partners
Texas
$698K – – –
EFM
2446
E Fund Management
China
$696K -$34.2K -244 -5%
HIGP
2447
Hill Investment Group Partners
Missouri
$696K +$644K +4,591 New
APG
2448
Abacus Planning Group
South Carolina
$696K +$140 +1 +0%
WAM
2449
WFA Asset Management
Wisconsin
$695K -$91.5K -653 -12%
CI
2450
Cavalier Investments
Georgia
$694K -$41.2K -294 -6%
96 97
98
99 100