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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1201
Barnett & Company
Tennessee
$344K – – –
TA
1202
Tiedemann Advisors
New York
$344K +$96.7K +1,183 +39%
GI
1203
Glovista Investments
New Jersey
$342K -$221K -2,700 -39%
WWM
1204
Windsor Wealth Management
Indiana
$342K -$57.2K -700 -14%
CAL
1205
Capital Analysts LLC
Pennsylvania
$342K +$1.55K +19 +0.5%
DAM
1206
Delta Asset Management
Tennessee
$338K +$3.02K +37 +0.9%
KFP
1207
KB Financial Partners
New Jersey
$338K +$35.5K +434 +12%
BFG
1208
Baron Financial Group
New Jersey
$337K -$8.18K -100 -2%
EA
1209
Emerald Advisors
Washington
$335K +$35.5K +434 +12%
SFS
1210
Strategic Financial Services
New York
$333K -$18.7K -229 -5%
RIM
1211
Redwood Investment Management
Arizona
$330K -$589K -7,200 -64%
CWM
1212
Calamos Wealth Management
Illinois
$330K -$32.7K -400 -9%
MWP
1213
Meridian Wealth Partners
Pennsylvania
$330K – – –
ACM
1214
Ategra Capital Management
Virginia
$329K -$11.9K -145 -3%
HIM
1215
Hotaling Investment Management
Pennsylvania
$327K +$329K +4,021 New
OFG
1216
Oxford Financial Group
Indiana
$326K -$6.79K -83 -2%
DBT
1217
Dubuque Bank & Trust
Iowa
$326K – – –
ONST
1218
Old North State Trust
North Carolina
$326K – – –
PP
1219
Patron Partners
Texas
$326K +$21.4K +262 +7%
DIM
1220
Delta Investment Management
California
$325K – – –
FPTW
1221
Franklin, Parlapiano, Turner & Welch
Texas
$325K – – –
HBWM
1222
Hollow Brook Wealth Management
New York
$325K – – –
TSW
1223
Thompson Siegel & Walmsley
Virginia
$325K – – –
KPW
1224
Kore Private Wealth
New York
$324K -$17.6K -215 -5%
GIA
1225
Gladstone Institutional Advisory
Florida
$323K +$30.8K +377 +11%
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49
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