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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1876
Valued Wealth Advisors
Utah
$9.73K -$1.91K -20 -16%
GWSA
1877
Global Wealth Strategies & Associates
Colorado
$9.09K – – –
LWA
1878
Lowe Wealth Advisors
Maryland
$9.09K – – –
MWM
1879
Mascoma Wealth Management
New Hampshire
$9.09K – – –
SNB
1880
Security National Bank
Nebraska
$9.09K – – –
VFM
1881
Vision Financial Markets
Connecticut
$9.09K +$9.54K +100 New
RFS
1882
Richardson Financial Services
Massachusetts
$7.72K +$8.11K +85 New
VWM
1883
Valley Wealth Managers
New Jersey
$7.64K -$1.53K -16 -16%
LFA
1884
Legend Financial Advisors
Pennsylvania
$7.46K – – –
DCM
1885
Davis Capital Management
Florida
$7.27K – – –
CWA
1886
Carolina Wealth Advisors
South Carolina
$6.73K – – –
SN
1887
Sittner & Nelson
Oregon
$6.64K +$859 +9 +14%
SWM
1888
Sugarloaf Wealth Management
Georgia
$6.54K – – –
LB
1889
Legacy Bridge
Iowa
$5.82K – – –
FFA
1890
Fairfield Financial Advisors
Massachusetts
$5.74K – – –
ACM
1891
Anfield Capital Management
California
$5.55K +$5.82K +61 New
DWM
1892
Darwin Wealth Management
Florida
$5.51K -$95 -1 -2%
CWM
1893
Copia Wealth Management
Oregon
$5.46K +$5.73K +60 New
AF
1894
Advisornet Financial
Minnesota
$5.13K -$25.7K -269 -83%
NC
1895
NewSquare Capital
Pennsylvania
$5K +$5.25K +55 New
APW
1896
Aventura Private Wealth
Florida
$4.91K +$5.15K +54 New
PFG
1897
Putney Financial Group
California
$4.55K +$4.77K +50 New
ACA
1898
Atlas Capital Advisors
Wyoming
$4.36K – – –
CSWM
1899
Cassady Schiller Wealth Management
Ohio
$4.18K +$2.96K +31 +207%
IMC
1900
Investment Management Corporation
Virginia
$3.97K +$4.2K +44 New
74 75
76
77 78