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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1301
International Assets Investment Management
Florida
$327K – – –
IIC
1302
Integrated Investment Consultants
Michigan
$327K – – –
CAM
1303
Costello Asset Management
Pennsylvania
$327K – – –
PCMC
1304
Paragon Capital Management (Colorado)
Colorado
$326K – – –
AW
1305
Alteri Wealth
California
$325K -$10.6K -124 -3%
MYIA
1306
Mount Yale Investment Advisors
Colorado
$325K +$68.3K +801 +25%
CCWM
1307
Cassaday & Co Wealth Management
Virginia
$324K +$8.27K +97 +2%
WFAG
1308
Wescott Financial Advisory Group
Pennsylvania
$323K +$41K +481 +14%
FDCP
1309
Foster Dykema Cabot & Partners
Massachusetts
$322K +$18.8K +220 +6%
IB
1310
Intrust Bank
Kansas
$322K – – –
IIM
1311
Ipswich Investment Management
Massachusetts
$322K -$527K -6,175 -61%
VCA
1312
Verdence Capital Advisors
Maryland
$321K -$9.98K -117 -3%
OIS
1313
OneAscent Investment Solutions
Alabama
$320K +$36.2K +424 +12%
EC
1314
Enhancing Capital
Pennsylvania
$320K – – –
HBWM
1315
Hollow Brook Wealth Management
New York
$320K – – –
VBCG
1316
Valley Brook Capital Group
Pennsylvania
$320K – – –
BWP
1317
BSW Wealth Partners
Colorado
$319K -$80.3K -941 -19%
FMTC
1318
Farmers & Merchants Trust Company
California
$319K -$52.8K -619 -13%
CMF
1319
Counterpoint Mutual Funds
California
$318K +$340K +3,984 New
PCA
1320
Purkiss Capital Advisors
Connecticut
$318K +$85 +1 +0%
FMLI
1321
Fukoku Mutual Life Insurance
Japan
$318K – – –
GPA
1322
Garrison Point Advisors
California
$317K – – –
OWM
1323
OneAscent Wealth Management
Alabama
$317K -$3.16K -37 -0.9%
WPC
1324
Waters Parkerson & Co
Louisiana
$317K – – –
NFA
1325
Northern Financial Advisors
Michigan
$315K -$138K -1,612 -29%
51 52
53
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