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Colgate-Palmolive

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
1001
Sound Financial Strategies Group
Mississippi
$579K -$273K -3,629 -33%
CWM
1002
Cornerstone Wealth Management
Missouri
$571K +$12.9K +172 +2%
AAG
1003
Armstrong Advisory Group
Massachusetts
$569K – – –
PWP
1004
Principle Wealth Partners
Connecticut
$569K – – –
P
1005
Pitcairn
Pennsylvania
$567K -$11.8K -157 -2%
HIM
1006
Hillsdale Investment Management
Ontario, Canada
$566K +$534K +7,100 New
TFM
1007
TFC Financial Management
Massachusetts
$566K +$7.29K +97 +1%
GFS
1008
GYL Financial Synergies
Connecticut
$565K +$10.6K +141 +2%
WT
1009
Washington Trust
Rhode Island
$564K +$6.39K +85 +1%
FNB
1010
Farmers National Bank
Kentucky
$560K +$9.55K +127 +2%
BWM
1011
BKM Wealth Management
Wisconsin
$560K +$528K +7,027 New
CL
1012
Choreo LLC
Illinois
$560K +$152K +2,018 +40%
MWA
1013
Midland Wealth Advisors
Illinois
$560K +$528K +7,022 New
DAM
1014
Delta Asset Management
Tennessee
$559K -$1.65K -22 -0.3%
DP
1015
Dearborn Partners
Illinois
$558K +$18K +239 +4%
BWL
1016
Bogart Wealth LLC
Virginia
$558K +$3.76K +50 +0.7%
TI
1017
Truepoint Inc
Ohio
$554K +$523K +6,955 New
WAM
1018
Weiss Asset Management
Massachusetts
$554K +$523K +6,955 New
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$554K +$523K +6,951 New
FMC
1020
First Merchants Corp
Indiana
$553K -$5.64K -75 -1%
BJL
1021
Brighton Jones LLC
Washington
$552K +$4.59K +61 +0.9%
TFS
1022
Thoroughbred Financial Services
Tennessee
$549K +$194K +2,583 +60%
Koshinski Asset Management
1023
Koshinski Asset Management
Illinois
$549K -$3.31K -44 -0.6%
AG
1024
Algert Global
California
$547K +$516K +6,864 New
MIS
1025
Morningstar Investment Services
Illinois
$547K +$519K +6,900 New