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Colgate-Palmolive
CL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
1926
Capital & Planning LLC
Georgia
$909 +$954 +10 New
YP
1927
YANKCOM Partnership
South Dakota
$909 +$954 +10 New
FLP
1928
Financial Life Planners
Arizona
$727 +$763 +8 New
LP
1929
LMR Partners
United Kingdom
$636 -$197K -2,068 -100%
PA
1930
PSI Advisors
Florida
$636 -$33.6K -352 -98%
AWM
1931
Activest Wealth Management
Florida
$545 +$573 +6 New
NS
1932
NBC Securities
Alabama
$504 -$521K -5,458 -100%
SMAM
1933
Sugar Maple Asset Management
Wisconsin
$455 +$477 +5 New
WCM
1934
WealthTrak Capital Management
Virginia
$455 +$477 +5 New
CTWM
1935
Cherry Tree Wealth Management
Minnesota
$410 – – –
RFG
1936
REAP Financial Group
Texas
$45 +$95 +1 New
B
1937
Birchbrook
Maine
$2 – – –
ZIG
1938
Zurich Insurance Group
Switzerland
– -$59.6M -574,117 Closed
CM
1939
Castleark Management
Illinois
– -$33.8M -325,133 Closed
IMCOOI
1940
Investment Management Corp of Ontario (IMCO)
Canada
– -$18.9M -182,286 Closed
MSE
1941
MUFG Securities EMEA
United Kingdom
– -$18.1M -174,000 Closed
GCM
1942
Graham Capital Management
Connecticut
– -$13M -125,545 Closed
WAM
1943
Weiss Asset Management
Massachusetts
– -$8.48M -81,706 Closed
MF
1944
Magnetar Financial
Illinois
– -$6.6M -63,541 Closed
IAM
1945
Impact Asset Management
– -$5.02M -48,350 Closed
FTDI
1946
First Trust Direct Indexing
Massachusetts
– -$4.84M -46,671 Closed
BCP
1947
BSN Capital Partners
United Kingdom
– -$4.5M -46,610 Closed
AAM
1948
Azzad Asset Management
Virginia
– -$4.41M -42,485 Closed
LSA
1949
L & S Advisors
California
– -$4.29M -41,373 Closed
AC
1950
Arjuna Capital
North Carolina
– -$3.93M -37,901 Closed
76 77
78
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