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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
901
Atria Investments
North Carolina
$575K +$133K +1,997 +30%
BWP
902
Baldwin Wealth Partners
Massachusetts
$574K -$13.4K -201 -2%
WF
903
WealthTrust Fairport
Ohio
$571K – – –
NA
904
NewEdge Advisors
Louisiana
$570K -$134K -2,006 -19%
CWM
905
Concentric Wealth Management
California
$570K +$266 +4 +0%
CCT
906
Country Club Trust
Missouri
$566K +$40.3K +605 +8%
HW
907
Hancock Whitney
Mississippi
$566K +$349K +5,238 +163%
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$563K – – –
SWM
909
Segment Wealth Management
Texas
$562K – – –
DAM
910
Delta Asset Management
Tennessee
$560K +$33.3K +500 +6%
BBA
911
Braun-Bostich & Associates
Pennsylvania
$557K +$1.4K +21 +0.3%
BCP
912
Blackhawk Capital Partners
Wisconsin
$555K +$101K +1,516 +22%
BRWA
913
B. Riley Wealth Advisors
Florida
$553K -$7.79K -117 -1%
CCA
914
Checchi Capital Advisers
California
$553K +$20.8K +312 +4%
AB
915
AT Bancorp
Iowa
$550K +$6.66K +100 +1%
BC
916
Barnett & Company
Tennessee
$548K +$319K +4,785 +141%
TA
917
Tiedemann Advisors
New York
$547K -$71.1K -1,067 -12%
BIM
918
Baldwin Investment Management
Pennsylvania
$544K -$190K -2,850 -26%
BCM
919
BTR Capital Management
California
$542K +$142K +2,135 +36%
M
920
MOTCO
Texas
$540K +$8.33K +125 +2%
SCA
921
Sippican Capital Advisors
Massachusetts
$537K -$165K -2,475 -22%
FG
922
Fiduciary Group
Georgia
$537K -$26.6K -400 -5%
ACH
923
ArrowMark Colorado Holdings
Colorado
$536K – – –
CIC
924
Cutler Investment Counsel
Oregon
$536K – – –
LCH
925
Lee Capital Holdings
New York
$536K – – –
35 36
37
38 39