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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
1501
Caliber Wealth Management (Kansas)
Kansas
$280K +$267K +2,985 New
EFA
1502
Evernest Financial Advisors
Indiana
$278K +$24.8K +277 +10%
EAM
1503
Evanson Asset Management
California
$278K -$554K -6,184 -68%
SMA
1504
Seven Mile Advisory
New Jersey
$278K +$65.9K +736 +33%
CF
1505
Centaurus Financial
California
$277K +$2.69K +30 +1%
AF
1506
Apexium Financial
Texas
$276K +$264K +2,946 New
OPTFSNA
1507
Old Point Trust & Financial Services N A
Virginia
$276K +$89.5K +1,000 +52%
PPWP
1508
Premier Path Wealth Partners
New Jersey
$275K -$27.7K -309 -10%
ALA
1509
Atlas Legacy Advisors
California
$274K -$44.1K -493 -14%
WPP
1510
Whalerock Point Partners
Rhode Island
$274K – – –
CWM
1511
Chemistry Wealth Management
New York
$274K +$90 +1 +0%
ACA
1512
Affinity Capital Advisors
California
$274K +$6.63K +74 +3%
PWA
1513
PCG Wealth Advisors
Kansas
$274K – – –
LJAC
1514
L.J. Altfest & Co
New York
$273K -$42.6K -476 -14%
SF
1515
Safeguard Financial
Wisconsin
$273K – – –
PFGIA
1516
Patriot Financial Group Insurance Agency
Massachusetts
$273K +$1.97K +22 +0.8%
SSW
1517
Smith Shellnut Wilson
Mississippi
$272K -$50.1K -560 -16%
WA
1518
Wambolt & Associates
Colorado
$271K +$1.25K +14 +0.5%
CBT
1519
Central Bank & Trust
Kentucky
$270K +$258K +2,886 New
FIA
1520
Foundations Investment Advisors
Arizona
$269K +$34.4K +384 +15%
FGA
1521
Fortis Group Advisors
New Jersey
$268K – – –
RWMG
1522
Redwood Wealth Management Group
New Jersey
$268K – – –
OFS
1523
OMC Financial Services
New York
$267K – – –
WW
1524
Waterfront Wealth
Kansas
$264K – – –
YWM
1525
Yukon Wealth Management
Kansas
$264K +$252K +2,815 New
59 60
61
62 63