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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1701
Transform Wealth
Colorado
– -$215K -2,790 Closed
EIA
1702
Edgemoor Investment Advisors
Maryland
– -$202K -2,623 Closed
WPW
1703
Waldron Private Wealth
Pennsylvania
– -$201K -2,608 Closed
FFA
1704
Founders Financial Alliance
North Carolina
– -$153K -1,906 Closed
AIM
1705
Arcadia Investment Management
Michigan
– -$108K -1,400 Closed
BWM
1706
BNC Wealth Management
Oregon
– -$93K -1,200 Closed
PCM
1707
Penserra Capital Management
California
– -$80K -1,044 Closed
SIA
1708
SeaBridge Investment Advisors
New Jersey
– -$80K -1,042 Closed
RA
1709
Rational Advisors
New York
– -$75K -972 Closed
JWM
1710
Jeppson Wealth Management
California
– -$51K -667 Closed
HCA
1711
Horan Capital Advisors
Ohio
– -$33K -432 Closed
AA
1712
Advisory Alpha
Michigan
– -$28K -364 Closed
PCWA
1713
Pacific Capital Wealth Advisors
California
– -$15K -200 Closed
SMG
1714
Spectrum Management Group
Indiana
– -$8K -104 Closed
TF
1715
TimeScale Financial
Massachusetts
– -$8K -102 Closed
GCA
1716
Greenwood Capital Associates
South Carolina
– -$8K -100 Closed
JSC
1717
Jackson Square Capital
California
– -$6K -80 Closed
PWM
1718
Provident Wealth Management
Tennessee
– -$6K -78 Closed
CA
1719
Crewe Advisors
Utah
– -$4K -49 Closed
WCG
1720
Weaver Consulting Group
California
– -$4K -45 Closed
AWM
1721
Adams Wealth Management
Utah
– -$2K -20 Closed
LWA
1722
Lenox Wealth Advisors
New York
– +$83 +1 New
CWM
1723
Curi Wealth Management
North Carolina
– +$910 +11 New
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