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Colgate-Palmolive

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
1101
Unique Wealth Strategies
Illinois
$609K +$14.3K +160 +3%
KAM
1102
Karani Asset Management
New York
$608K +$581K +6,494 New
CAMG
1103
CWA Asset Management Group
Florida
$607K -$2.36M -26,369 -80%
MWM
1104
Mission Wealth Management
California
$606K -$1.97K -22 -0.3%
XT
1105
XTX Topco
Cayman Islands
$606K +$579K +6,467 New
TFM
1106
TFC Financial Management
Massachusetts
$605K -$35.8K -400 -6%
SFS
1107
Security Financial Services
Indiana
$603K +$46.7K +522 +9%
MWM
1108
MOKAN Wealth Management
Kansas
$601K +$41.3K +461 +8%
CRIG
1109
Charter Research & Investment Group
Connecticut
$600K
EP
1110
EPIQ Partners
Minnesota
$600K
TFS
1111
Thoroughbred Financial Services
Tennessee
$594K -$2.42K -27 -0.4%
CNBTD
1112
Citizens National Bank Trust Department
Mississippi
$589K +$41.3K +461 +8%
MSA
1113
Marino Stram & Associates
Massachusetts
$586K +$1.61K +18 +0.3%
SCA
1114
Snowden Capital Advisors
New York
$586K -$80.5K -899 -13%
DWM
1115
DecisionMap Wealth Management
Virginia
$585K +$559K +6,241 New
GFG
1116
Goldstone Financial Group
Illinois
$584K +$1.52K +17 +0.3%
JGIA
1117
Jackson Grant Investment Advisers
Connecticut
$583K +$1.52K +17 +0.3%
JE
1118
JMAC Enterprises
Pennsylvania
$581K -$122K -1,359 -18%
GWM
1119
GSB Wealth Management
Connecticut
$575K +$5.01K +56 +0.9%
PFBT
1120
Parkside Financial Bank & Trust
Missouri
$575K -$47.7K -533 -8%
QPBE
1121
Quintet Private Bank (Europe)
Luxembourg
$575K +$60.4K +675 +12%
SDAM
1122
Shulman DeMeo Asset Management
New York
$574K -$2.24K -25 -0.4%
OAJ
1123
Ogorek Anthony Joseph
New York
$574K +$21.5K +240 +4%
OFO
1124
OneAscent Family Office
Alabama
$572K +$280K +3,132 +105%
WCF
1125
West Coast Financial
California
$571K +$48.7K +544 +10%