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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1201
Pinnacle Wealth Planning Services
Ohio
$365K +$55.7K +713 +20%
CPWA
1202
Cerro Pacific Wealth Advisors
California
$362K -$13.8K -177 -4%
FCA
1203
FinTrust Capital Advisors
South Carolina
$362K +$33.4K +428 +11%
CHAM
1204
Clear Harbor Asset Management
Connecticut
$361K -$19.9K -255 -6%
PGA
1205
Portland Global Advisors
Maine
$359K -$52.2K -669 -14%
RIA
1206
Regal Investment Advisors
Michigan
$359K +$7.03K +90 +2%
CF
1207
Centaurus Financial
California
$358K +$27.9K +357 +9%
FMLI
1208
Fukoku Mutual Life Insurance
Japan
$357K +$10.9K +140 +3%
HWM
1209
Horizon Wealth Management
Illinois
$357K +$327K +4,183 New
SFO
1210
Stokes Family Office
Louisiana
$355K +$86.8K +1,111 +36%
LJAC
1211
L.J. Altfest & Co
New York
$354K +$32.3K +413 +11%
ORC
1212
O'Rourke & Company
Massachusetts
$354K +$324K +4,145 New
BFG
1213
Baron Financial Group
New Jersey
$353K – – –
MYLI
1214
Meiji Yasuda Life Insurance
Japan
$353K -$679K -8,700 -68%
IIM
1215
InTrack Investment Management
Vermont
$351K -$7.03K -90 -2%
DAM
1216
Delta Asset Management
Tennessee
$351K -$2.89K -37 -0.9%
GB
1217
Goepper Burkhardt
South Carolina
$347K – – –
PP
1218
Patron Partners
Texas
$343K – – –
HIM
1219
Hotaling Investment Management
Pennsylvania
$343K +$314K +4,021 New
OFG
1220
Oxford Financial Group
Indiana
$342K -$312 -4 -0.1%
DIM
1221
Delta Investment Management
California
$341K – – –
FPTW
1222
Franklin, Parlapiano, Turner & Welch
Texas
$341K – – –
HBWM
1223
Hollow Brook Wealth Management
New York
$341K – – –
EC
1224
Enhancing Capital
Pennsylvania
$341K +$312K +4,000 New
DWT
1225
Dorsey & Whitney Trust
South Dakota
$340K +$39.1K +501 +14%
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