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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1201
NWF Advisory Services
California
$359K – – –
SWIM
1202
Smallwood Wealth Investment Management
New Jersey
$358K – – –
CWM
1203
C2C Wealth Management
Arizona
$358K – – –
TFS
1204
Thoroughbred Financial Services
Tennessee
$358K -$9.21K -119 -2%
HC
1205
Hendley & Co
Ohio
$358K – – –
EI
1206
Ellevest Inc
New York
$358K +$64K +827 +22%
HWA
1207
Heartwood Wealth Advisors
Virginia
$356K – – –
SSW
1208
Smith Shellnut Wilson
Mississippi
$355K -$2.4K -31 -0.7%
NGA
1209
Naples Global Advisors
Florida
$355K – – –
FCCM
1210
First City Capital Management
Georgia
$351K – – –
IFG
1211
Independent Financial Group
California
$351K +$353K +4,558 New
CWMGP
1212
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$349K +$2.09K +27 +0.6%
GWSG
1213
GPS Wealth Strategies Group
Colorado
$349K +$13.4K +173 +4%
BB
1214
Berkshire Bank
Massachusetts
$348K -$8.98K -116 -3%
RIA
1215
Richwood Investment Advisors
Ohio
$348K -$929 -12 -0.3%
FG
1216
Foster Group
Iowa
$347K +$44.4K +573 +15%
CCFCSB
1217
Cape Cod Five Cents Savings Bank
Massachusetts
$347K -$5.42K -70 -2%
TF
1218
Tompkins Financial
New York
$347K – – –
GFG
1219
Goldstone Financial Group
Illinois
$346K +$19.1K +247 +6%
SQA
1220
Simon Quick Advisors
New Jersey
$345K +$38K +491 +12%
MA
1221
Mezzasalma Advisors
New Jersey
$344K – – –
HCM
1222
Hall Capital Management
Rhode Island
$344K -$12.8K -165 -4%
SGC
1223
Slocum, Gordon & Co
Rhode Island
$343K – – –
WIC
1224
Woodmont Investment Counsel
Tennessee
$341K -$9.44K -122 -3%
ESCM
1225
Echo Street Capital Management
New York
$341K +$342K +4,420 New
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