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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
NME
876
Notis-McConarty Edward
$870K – – –
AWM
877
Aevitas Wealth Management
Massachusetts
$870K +$1.01K +13 +0.1%
AUB
878
Atlantic Union Bankshares
Virginia
$866K -$194K -2,480 -20%
IHL
879
Investment House LLC
California
$865K – – –
BDF
880
Balasa Dinverno & Foltz
$860K -$357K -4,578 -31%
LC
881
Lincoln Capital
Nebraska
$860K -$50.8K -650 -6%
CCT
882
Country Club Trust
Missouri
$860K -$5.86K -75 -0.7%
PA
883
Parallel Advisors
California
$855K +$157K +2,005 +25%
KPCM
884
Kings Point Capital Management
New York
$854K -$29.8K -382 -4%
EAM
885
Evanson Asset Management
California
$854K +$937 +12 +0.1%
LCH
886
Lee Capital Holdings
New York
$853K – – –
MAM
887
Morse Asset Management
Connecticut
$853K – – –
SSWM
888
Smith Salley Wealth Management
North Carolina
$852K -$4.76K -61 -0.6%
PIM
889
Provident Investment Management
Michigan
$850K – – –
CHC
890
City Holding Co
West Virginia
$848K -$1.76M -22,482 -67%
HLOC
891
H.L. Ormond & Company
North Carolina
$841K +$811K +10,387 New
CPIA
892
Cornell Pochily Investment Advisors
New York
$837K -$34.3K -439 -4%
TCM
893
Teza Capital Management
Illinois
$836K -$531K -6,804 -41%
FWP
894
FAS Wealth Partners
Kansas
$835K +$19.2K +246 +3%
DWA
895
Douglass Winthrop Advisors
New York
$830K -$209K -2,681 -22%
APP
896
Avantax Planning Partners
Iowa
$829K +$10.1K +129 +1%
PFC
897
Phocas Financial Corp
California
$827K -$18.7K -240 -2%
EFS
898
Essex Financial Services
Connecticut
$826K +$2.11K +27 +0.3%
OL
899
Optas LLC
Texas
$826K +$8.2K +105 +1%
PAG
900
Powers Advisory Group
Illinois
$825K +$755K +9,672 New
34 35
36
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