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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1051
BDFS Capital
Delaware
$676K -$22.6K -258 -3%
NAAA
1052
New Age Alpha Advisors
New York
$675K -$2.58M -29,441 -80%
RCP
1053
Rothschild Capital Partners
New York
$674K +$262 +3 +0%
PCG
1054
Prosperity Consulting Group
Maryland
$668K +$355K +4,053 +125%
CCT
1055
Chemung Canal Trust
New York
$666K -$732K -8,370 -54%
SB
1056
Strategic Blueprint
Georgia
$666K +$20.8K +238 +3%
MCM
1057
Monarch Capital Management
Indiana
$665K +$8.75K +100 +1%
CST
1058
Charles Schwab Trust
Nevada
$662K +$437 +5 +0.1%
LA
1059
LVW Advisors
New York
$661K -$55.8K -638 -8%
EB
1060
Eastern Bank
Massachusetts
$661K +$140K +1,605 +29%
KFS
1061
Kurt F. Somerville
$660K – – –
ST
1062
Spinnaker Trust
Maine
$658K – – –
GP
1063
Guardian Partners
Canada
$656K -$26.3K -301 -4%
IBOK
1064
Independence Bank of Kentucky
Kentucky
$654K -$8.75K -100 -1%
SWM
1065
Spire Wealth Management
Virginia
$653K -$1.44M -16,452 -70%
EAN
1066
Excelsior Advisor Network
Colorado
$652K +$622K +7,111 New
CIM
1067
CIM Investment Management
Pennsylvania
$651K -$63.6K -727 -9%
LT
1068
Legacy Trust
Michigan
$651K -$437 -5 -0.1%
RF
1069
RHS Financial
California
$648K +$618K +7,066 New
EFG
1070
Ethos Financial Group
Pennsylvania
$647K +$602K +6,885 New
BFO
1071
Boston Family Office
Massachusetts
$647K -$70K -800 -10%
GWWM
1072
Great Waters Wealth Management
Minnesota
$647K +$437 +5 +0.1%
DAM
1073
Delta Asset Management
Tennessee
$645K +$10.7K +122 +2%
GWCM
1074
Godshalk Welsh Capital Management
Pennsylvania
$643K – – –
LI
1075
LRI Investments
Florida
$642K +$2.63K +30 +0.4%
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43
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