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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1701
CNB Bank
Pennsylvania
$137K – – –
SSG
1702
Summit Securities Group
New York
$136K +$130K +1,447 New
PWA
1703
Provenance Wealth Advisors
Florida
$135K -$444K -4,960 -78%
DIP
1704
DT Investment Partners
Pennsylvania
$135K – – –
CG
1705
Curat Global
New Hampshire
$131K +$125K +1,395 New
NIM
1706
Nexus Investment Management
Ontario, Canada
$130K +$86.5K +966 New
WTA
1707
Washington Trust Advisors
Massachusetts
$127K – – –
BWAM
1708
Boyd Watterson Asset Management
Ohio
$126K – – –
OWP
1709
ORG Wealth Partners
Texas
$124K -$227K -2,536 -66%
CSB
1710
City State Bank
Iowa
$120K – – –
HFM
1711
Hartford Financial Management
Connecticut
$114K – – –
EI
1712
eCIO Inc
Wisconsin
$113K +$108K +1,208 New
CA
1713
Crewe Advisors
Utah
$113K -$4.92K -55 -4%
HCP
1714
Hexagon Capital Partners
Arkansas
$111K +$7.07K +79 +7%
ITIM
1715
Indiana Trust & Investment Management
Indiana
$111K – – –
PMFA
1716
Plante Moran Financial Advisors
Michigan
$111K – – –
TFGT
1717
TS Financial Group (TSFG)
Illinois
$110K – – –
CA
1718
Continuum Advisory
Idaho
$110K +$24.9K +278 +31%
BHWM
1719
Beaird Harris Wealth Management
Texas
$109K +$358 +4 +0.3%
HWA
1720
HHM Wealth Advisors
Tennessee
$104K -$2.33K -26 -2%
IAS
1721
IMA Advisory Services
Colorado
$104K +$99.4K +1,110 New
FWA
1722
Flagship Wealth Advisors
Massachusetts
$103K – – –
PP
1723
Pacifica Partners
Canada
$102K +$3.76K +42 +4%
DI
1724
DAGCO Inc
Ohio
$98.9K +$94.6K +1,056 New
FMP
1725
Financial Management Professionals
Texas
$98.2K -$716 -8 -0.8%
67 68
69
70 71