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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1951
Axim Planning & Wealth
Ohio
– -$556K -6,959 Closed
TSW
1952
Three Seasons Wealth
Utah
– -$552K -6,911 Closed
BFS
1953
BridgePort Financial Solutions
Iowa
– -$536K -6,703 Closed
DWM
1954
DecisionMap Wealth Management
Virginia
– -$532K -6,657 Closed
AI
1955
Arvest Investments
Arkansas
– -$495K -6,197 Closed
MAM
1956
Morse Asset Management
Connecticut
– -$480K -6,000 Closed
SW
1957
SteelPeak Wealth
California
– -$460K -5,755 Closed
BCI
1958
Blue Capital Inc
Nebraska
– -$452K -5,660 Closed
RBFC
1959
Roman Butler Fullerton & Co
Missouri
– -$411K -5,430 Closed
TC
1960
Truvestments Capital
Florida
– -$398K -4,974 Closed
GH
1961
GAM Holding
Switzerland
– -$390K -4,884 Closed
BFA
1962
Beaumont Financial Advisors
Massachusetts
– -$386K -4,827 Closed
LOAMU
1963
Lombard Odier Asset Management (USA)
New York
– -$365K -4,562 Closed
WIM
1964
Waverton Investment Management
United Kingdom
– -$364K -4,557 Closed
SMH
1965
Sanders Morris Harris
Texas
– -$358K -4,475 Closed
WFI
1966
West Family Investments
California
– -$349K -4,361 Closed
EI
1967
Ellevest Inc
New York
– -$344K -4,301 Closed
P
1968
Pitcairn
Pennsylvania
– -$338K -4,226 Closed
PA
1969
PharVision Advisers
Florida
– -$336K -4,205 Closed
FWM
1970
Focused Wealth Management
New York
– -$314K -3,924 Closed
APP
1971
Avantax Planning Partners
Iowa
– -$307K -3,845 Closed
WA
1972
Waddell & Associates
Tennessee
– -$301K -3,763 Closed
KIG
1973
Kessler Investment Group
Indiana
– -$296K -3,698 Closed
IWP
1974
Invenio Wealth Partners
Florida
– -$287K -3,585 Closed
NF
1975
Nikulski Financial
Iowa
– -$280K -3,498 Closed
77 78
79
80 81