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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1701
Hanlon Investment Management
New Jersey
$202K +$192K +2,198 New
BTWM
1702
Baker Tilly Wealth Management
Wisconsin
$201K +$192K +2,191 New
PFGIA
1703
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$191K -2,179 -49%
OL
1704
OneFund LLC
Florida
$200K -$3.15K -36 -2%
BC
1705
Barrett & Company
Rhode Island
$197K – – –
UBP
1706
Union Bancaire Privee
Switzerland
$197K -$65.6K -750 -21%
FFC
1707
First Financial Corp
Indiana
$192K – – –
MA
1708
MCF Advisors
Kentucky
$188K -$50.7K -580 -22%
AAG
1709
Armstrong Advisory Group
Massachusetts
$186K +$177K +2,027 New
APW
1710
Acima Private Wealth
Virginia
$183K – – –
MFC
1711
Mechanics Financial Corp
Ohio
$183K – – –
MB
1712
MidFirst Bank
Oklahoma
$181K -$26.9K -308 -13%
SWM
1713
SHP Wealth Management
Massachusetts
$181K +$1.31K +15 +0.8%
EP
1714
Essential Partners
California
$178K +$130K +1,486 +326%
MCM
1715
Manchester Capital Management
Vermont
$172K -$3.67K -42 -2%
MSG
1716
Main Street Group
Virginia
$172K -$37.1K -424 -18%
CSPIA
1717
Cary Street Partners Investment Advisory
Virginia
$170K +$58K +663 +56%
IFWM
1718
Institute for Wealth Management
Colorado
$170K +$162K +1,849 New
SC
1719
Steph & Co
Wisconsin
$168K – – –
MEG
1720
Millstone Evans Group
Colorado
$167K +$1.31K +15 +0.8%
PWM
1721
Peck Wealth Management
New York
$166K – – –
MIA
1722
MeadowBrook Investment Advisors
Michigan
$165K – – –
SWA
1723
SOA Wealth Advisors
New York
$164K – – –
HFM
1724
Harvest Fund Management
China
$164K -$523K -5,983 -77%
HIA
1725
Harbor Investment Advisory
Maryland
$160K – – –
67 68
69
70 71