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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
976
Pallas Capital Advisors
Massachusetts
$607K +$572K +7,613 New
TC
977
Telemus Capital
Michigan
$604K +$3.76K +50 +0.7%
CWMGP
978
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$604K +$227K +3,019 +66%
RIA
979
Regal Investment Advisors
Michigan
$604K +$9.1K +121 +2%
GWWM
980
Great Waters Wealth Management
Minnesota
$603K – – –
CT
981
Chicago Trust
Illinois
$602K – – –
GWCM
982
Godshalk Welsh Capital Management
Pennsylvania
$600K -$20.7K -275 -4%
WWP
983
Walden Wealth Partners
Ohio
$598K +$564K +7,500 New
FCBT
984
First Citizens Bank & Trust
North Carolina
$597K +$75.9K +1,010 +16%
ST
985
Spinnaker Trust
Maine
$597K – – –
AAM
986
Advisors Asset Management
Colorado
$595K +$33.2K +442 +6%
LIM
987
Longfellow Investment Management
Massachusetts
$595K – – –
FWTB
988
First Western Trust Bank
Colorado
$595K +$602 +8 +0.1%
HIP
989
HUB Investment Partners
Texas
$594K +$236K +3,137 +73%
CMP
990
Coston McIsaac & Partners
Maine
$591K -$226 -3 -0%
SC
991
Syon Capital
California
$589K +$263K +3,501 +90%
DWA
992
Douglass Winthrop Advisors
New York
$588K – – –
SB
993
Strategic Blueprint
Georgia
$588K -$24K -319 -4%
CAMG
994
CWA Asset Management Group
Florida
$585K +$551K +7,333 New
NSAM
995
North Star Asset Management
Wisconsin
$583K – – –
SF
996
Summit Financial
New Jersey
$582K +$5.87K +78 +1%
MCM
997
Monarch Capital Management
Indiana
$581K – – –
NFA
998
Northern Financial Advisors
Michigan
$581K -$27.1K -361 -5%
DGAM
999
Desjardins Global Asset Management
Quebec, Canada
$581K -$189K -2,516 -26%
SFSG
1000
Sound Financial Strategies Group
Mississippi
$579K -$273K -3,629 -33%
38 39
40
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