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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
876
HC Financial Advisors
California
$806K -$33K -421 -4%
LFASL
877
Lugano Financial Advisors SA (LFA)
Switzerland
$806K +$8.31K +106 +1%
GWCM
878
Godshalk Welsh Capital Management
Pennsylvania
$800K -$54.9K -700 -6%
SWP
879
Stratos Wealth Partners
Ohio
$800K -$37.2K -474 -4%
IHL
880
Investment House LLC
California
$799K -$31.4K -400 -4%
DPIM
881
Duff & Phelps Investment Management
Illinois
$797K – – –
HWAM
882
Hennion & Walsh Asset Management
New Jersey
$797K +$793K +10,112 New
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$795K -$113K -1,448 -13%
AMCA
884
Arthur M. Cohen & Associates
Illinois
$789K -$80.3K -1,025 -9%
FBC
885
Fairfield, Bush & Co
Connecticut
$788K – – –
LCH
886
Lee Capital Holdings
New York
$788K – – –
MAM
887
Morse Asset Management
Connecticut
$788K – – –
EAM
888
Evanson Asset Management
California
$786K -$64.1K -818 -8%
PIM
889
Provident Investment Management
Michigan
$785K – – –
AWM
890
Aevitas Wealth Management
Massachusetts
$785K +$6.35K +81 +0.8%
PFC
891
Phocas Financial Corp
California
$783K – – –
PA
892
Parallel Advisors
California
$782K +$48.6K +620 +7%
APP
893
Avantax Planning Partners
Iowa
$780K -$2.27K -29 -0.3%
EFS
894
Essex Financial Services
Connecticut
$780K +$139K +1,775 +22%
ECM
895
Everence Capital Management
Indiana
$777K – – –
IIM
896
Ironwood Investment Management
Massachusetts
$776K +$29.3K +374 +4%
KPCM
897
Kings Point Capital Management
New York
$773K +$78 +1 +0%
PSP
898
Principal Street Partners
Tennessee
$772K +$400K +5,107 +109%
AF
899
Arrow Financial
New York
$771K -$17.6K -225 -2%
KLCM
900
KG&L Capital Management
Louisiana
$771K +$767K +9,787 New
34 35
36
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