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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1951
Sound Financial Strategies Group
Mississippi
– -$620K -7,753 Closed
SPA
1952
Sherbrooke Park Advisers
New York
– -$615K -7,690 Closed
DLCIG
1953
D.L. Carlson Investment Group
New Hampshire
– -$613K -7,668 Closed
BBA
1954
Baader Bank Aktiengesellschaft
Germany
– -$511K -7,358 Closed
AFG
1955
ABLE Financial Group
Arizona
– -$583K -7,299 Closed
APW
1956
Axim Planning & Wealth
Ohio
– -$556K -6,959 Closed
TSW
1957
Three Seasons Wealth
Utah
– -$552K -6,911 Closed
BFS
1958
BridgePort Financial Solutions
Iowa
– -$536K -6,703 Closed
DWM
1959
DecisionMap Wealth Management
Virginia
– -$532K -6,657 Closed
AI
1960
Arvest Investments
Arkansas
– -$495K -6,197 Closed
MAM
1961
Morse Asset Management
Connecticut
– -$480K -6,000 Closed
SW
1962
SteelPeak Wealth
California
– -$460K -5,755 Closed
BCI
1963
Blue Capital Inc
Nebraska
– -$452K -5,660 Closed
RBFC
1964
Roman Butler Fullerton & Co
Missouri
– -$411K -5,430 Closed
TC
1965
Truvestments Capital
Florida
– -$398K -4,974 Closed
GH
1966
GAM Holding
Switzerland
– -$390K -4,884 Closed
BFA
1967
Beaumont Financial Advisors
Massachusetts
– -$386K -4,827 Closed
LOAMU
1968
Lombard Odier Asset Management (USA)
New York
– -$365K -4,562 Closed
WIM
1969
Waverton Investment Management
United Kingdom
– -$364K -4,557 Closed
SMH
1970
Sanders Morris Harris
Texas
– -$358K -4,475 Closed
WFI
1971
West Family Investments
California
– -$349K -4,361 Closed
EI
1972
Ellevest Inc
New York
– -$344K -4,301 Closed
P
1973
Pitcairn
Pennsylvania
– -$338K -4,226 Closed
PA
1974
PharVision Advisers
Florida
– -$336K -4,205 Closed
FWM
1975
Focused Wealth Management
New York
– -$314K -3,924 Closed
77 78
79
80 81