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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
926
Adalta Capital Management
New York
$765K – – –
BFA
927
Beacon Financial Advisory
Ohio
$765K +$8.36K +107 +1%
MSR
928
Main Street Research
Connecticut
$763K -$46.4K -594 -6%
NERM
929
New England Research & Management
Illinois
$763K – – –
WKWM
930
Walter & Keenan Wealth Management
Indiana
$762K – – –
CT
931
Chicago Trust
Illinois
$756K +$13.7K +175 +2%
ESB
932
Essex Savings Bank
Connecticut
$747K – – –
JC
933
Jacobs & Co
California
$735K – – –
HC
934
Hourglass Capital
Texas
$734K -$46.9K -600 -7%
WA
935
Waddell & Associates
Tennessee
$734K – – –
PCM
936
Prelude Capital Management
New York
$730K +$288K +3,690 +76%
MSFP
937
Mark Sheptoff Financial Planning
Connecticut
$729K +$24.8K +318 +4%
PP
938
Patten & Patten
Tennessee
$726K -$5.15K -66 -0.8%
CIA
939
Choate Investment Advisors
Massachusetts
$726K -$2.03K -26 -0.3%
TRIA
940
Trail Ridge Investment Advisors
Colorado
$724K +$663K +8,485 New
CAI
941
Capital Advisors Inc
Oklahoma
$719K +$8.51K +109 +1%
PFBT
942
Parkside Financial Bank & Trust
Missouri
$716K +$273K +3,498 +71%
WT
943
Washington Trust
Rhode Island
$715K -$112K -1,428 -15%
TC
944
Telemus Capital
Michigan
$709K +$3.98K +51 +0.6%
PIM
945
Perpetual Investment Management
Australia
$709K +$289K +3,700 +80%
BWM
946
Buckley Wealth Management
Nevada
$708K +$343K +4,394 +112%
VA
947
Valmark Advisers
Ohio
$707K +$12.8K +164 +2%
BSA
948
Bull Street Advisors
Georgia
$704K -$51.9K -665 -7%
HI
949
Humankind Investments
New York
$703K +$75.3K +964 +13%
VDI
950
Vaughan David Investments
Illinois
$699K -$31.2K -400 -5%
36 37
38
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