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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1201
Tompkins Financial
New York
$320K – – –
EI
1202
Ellevest Inc
New York
$319K -$12.4K -166 -4%
OPWM
1203
Oxinas Partners Wealth Management
Indiana
$318K -$29.9K -400 -8%
NGA
1204
Naples Global Advisors
Florida
$318K -$10.1K -135 -3%
TAM
1205
Trillium Asset Management
Massachusetts
$318K -$27.9K -373 -8%
VCA
1206
Verdence Capital Advisors
Maryland
$316K -$27.4K -366 -8%
AAS
1207
Ameritas Advisory Services
Nebraska
$315K +$331K +4,430 New
AWA
1208
Arkadios Wealth Advisors
Georgia
$314K +$6.5K +87 +2%
BWP
1209
BSW Wealth Partners
Colorado
$314K +$39.6K +529 +14%
FFM
1210
Forum Financial Management
Illinois
$314K -$82.3K -1,101 -20%
CAM
1211
Columbia Asset Management
Michigan
$313K – – –
HWM
1212
Horizon Wealth Management
Illinois
$313K +$5.53K +74 +2%
TIMH
1213
Tilt Investment Management Holdings
New York
$311K – – –
MA
1214
Mezzasalma Advisors
New Jersey
$311K -$6.73K -90 -2%
QPBE
1215
Quintet Private Bank (Europe)
Luxembourg
$311K +$1.72K +23 +0.5%
WFI
1216
West Family Investments
California
$311K -$174K -2,330 -35%
BC
1217
Belmont Capital
California
$310K – – –
HIP
1218
HUB Investment Partners
Texas
$307K +$20K +267 +7%
MIA
1219
MainStreet Investment Advisors
Illinois
$306K -$748 -10 -0.2%
TFS
1220
Thoroughbred Financial Services
Tennessee
$306K -$25.2K -337 -7%
WAM
1221
Winslow Asset Management
Ohio
$306K – – –
CCM
1222
Canal Capital Management
Virginia
$304K – – –
STA
1223
Summit Trail Advisors
New York
$303K -$59.5K -796 -16%
HCM
1224
Hall Capital Management
Rhode Island
$303K -$15K -200 -4%
BIM
1225
Baldwin Investment Management
Pennsylvania
$303K +$15K +200 +5%
47 48
49
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