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Colgate-Palmolive

Name Holding Trade Value Shares
Change
Change in
Stake
TL
1201
TrueWealth LLC
Georgia
$262K – – –
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$262K +$29.1K +401 +13%
BAAM
1203
Baker Avenue Asset Management
California
$259K +$2.61K +36 +1%
FIM
1204
Fernwood Investment Management
Massachusetts
$257K -$65.3K -900 -20%
FFC
1205
First Financial Corp
Indiana
$256K – – –
RM
1206
Resource Management
Louisiana
$254K -$13.5K -186 -5%
CCM
1207
Cribstone Capital Management
Maine
$251K -$58.6K -808 -19%
HCA
1208
Harbour Capital Advisors
Virginia
$251K – – –
AWM
1209
Altium Wealth Management
New York
$248K +$8.56K +118 +4%
WCM
1210
Weld Capital Management
New York
$248K +$244K +3,370 New
BAS
1211
Brown Advisory Securities
Maryland
$245K -$207K -2,852 -46%
IA
1212
IFG Advisory
Georgia
$245K -$74.6K -1,028 -24%
RMSCM
1213
R.M. Sincerbeaux Capital Management
New York
$245K – – –
Cerity Partners
1214
Cerity Partners
New York
$243K +$22.1K +304 +10%
QPWM
1215
Quadrant Private Wealth Management
Pennsylvania
$242K +$239K +3,295 New
PWMAG
1216
Pinnacle Wealth Management Advisory Group
New Jersey
$241K -$47.7K -657 -17%
DAC
1217
Dividend Assets Capital
South Carolina
$241K – – –
SFG
1218
SevenBridge Financial Group
Pennsylvania
$241K +$54.4K +750 +30%
CFA
1219
Capstone Financial Advisors
Illinois
$241K +$238K +3,278 New
ATIA
1220
American Trust Investment Advisors
New Hampshire
$240K -$3.63K -50 -2%
WIP
1221
Wellesley Investment Partners
Massachusetts
$240K +$3.77K +52 +2%
WAG
1222
Winthrop Advisory Group
Massachusetts
$237K +$1.02K +14 +0.4%
IWM
1223
IHT Wealth Management
Illinois
$237K +$235K +3,240 New
CPO
1224
Cerity Partners OCIO
New York
$235K -$80.5K -1,109 -26%
DHFB
1225
Dixon Hubard Feinour & Brown
Virginia
$235K – – –