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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1801
Roxbury Financial
New Jersey
$41K +$179 +2 +0.4%
AW
1802
Avion Wealth
Texas
$41K – – –
ACA
1803
American Capital Advisory
Idaho
$40.5K +$806 +9 +2%
MA
1804
MCF Advisors
Kentucky
$38.4K -$985 -11 -3%
W
1805
WealthCollab
Washington
$38K +$6.72K +75 +23%
CAL
1806
Capital Analysts LLC
Pennsylvania
$38K -$12.3K -137 -25%
BWM
1807
Bernard Wealth Management
Michigan
$37.5K – – –
HIMS
1808
Hager Investment Management Services
New Hampshire
$37.5K – – –
HIIFS
1809
Harel Insurance Investments & Financial Services
Israel
$37K +$35.8K +400 New
YDMI
1810
Y.D. More Investments
Israel
$36.9K +$35.3K +394 New
NC
1811
NewSquare Capital
Pennsylvania
$35.8K +$29.3K +327 +595%
AWM
1812
Accredited Wealth Management
Kentucky
$35.1K – – –
PP
1813
PrairieView Partners
Minnesota
$35K -$35.3K -394 -51%
KFI
1814
Key Financial Inc
Pennsylvania
$33.1K -$54.3K -606 -63%
BFP
1815
Briaud Financial Planning
Texas
$33K – – –
RA
1816
Ransom Advisory
Rhode Island
$32.8K – – –
WAM
1817
WFA Asset Management
Wisconsin
$32.2K -$537 -6 -2%
JWA
1818
JFS Wealth Advisors
Pennsylvania
$29.5K +$1.34K +15 +5%
USB
1819
Union Savings Bank
Connecticut
$29K – – –
UBP
1820
Union Bancaire Privee
Switzerland
$28.6K – – –
SCB
1821
Saudi Central Bank
Saudi Arabia
$28.6K +$27.3K +305 New
CPG
1822
Cornerstone Planning Group
New Jersey
$28.4K +$25.7K +287 +1,913%
FFO
1823
Fortitude Family Office
Arizona
$28.3K -$17.9K -200 -40%
CWM
1824
Consultiva Wealth Management
Puerto Rico
$28.2K +$27K +301 New
VWM
1825
Vermillion Wealth Management
Minnesota
$28.1K -$3.49K -39 -12%
71 72
73
74 75