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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
951
Lifeworks Advisors
Michigan
$862K +$186K +2,128 +29%
JSL
952
JT Stratford LLC
Georgia
$856K +$817K +9,338 New
ES
953
ETF Store
Kansas
$856K +$4.81K +55 +0.6%
FG
954
Fiduciary Group
Georgia
$855K -$30.1K -344 -4%
BFO
955
Biltmore Family Office
North Carolina
$853K – – –
SMC
956
Smith, Moore & Co
Missouri
$851K -$20K -229 -2%
CA
957
Claro Advisors
Massachusetts
$851K +$72.1K +824 +10%
CFWMA
958
Center for Wealth Management Advisory
Ohio
$848K -$102K -1,165 -11%
PPWP
959
Premier Path Wealth Partners
New Jersey
$837K +$236K +2,697 +42%
AA
960
Ancora Advisors
Ohio
$835K -$30.5K -349 -4%
BHBT
961
Burke & Herbert Bank & Trust
Virginia
$832K -$196K -2,235 -20%
CLIP
962
Colter Lewis Investment Partners
Connecticut
$832K – – –
BTI
963
Blue Trust Inc
Georgia
$829K -$2.8K -32 -0.4%
TM
964
TigerOak Management
New Mexico
$827K -$875 -10 -0.1%
LCM
965
Lionhunter Capital Management
New York
$827K +$789K +9,018 New
WC
966
Westerkirk Capital
$826K – – –
LF
967
LifePlan Financial
Minnesota
$825K -$59.8K -684 -7%
NP
968
NorthRock Partners
Minnesota
$825K +$47.7K +545 +6%
KAS
969
KPP Advisory Services
Kentucky
$824K -$108K -1,235 -12%
FFB
970
First Financial Bankshares
Texas
$822K +$2.1K +24 +0.3%
KFP
971
Keystone Financial Planning
Ohio
$814K – – –
BWM
972
Baron Wealth Management
Michigan
$812K +$175K +1,995 +29%
PAG
973
Powers Advisory Group
Illinois
$812K +$3.67K +42 +0.5%
ACM
974
Adalta Capital Management
New York
$808K – – –
PIM
975
Provident Investment Management
Michigan
$807K – – –
37 38
39
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