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Colgate-Palmolive
CL

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1976
RMG Wealth Management
Wisconsin
$2.31K +$2.19K +25 New
MBFW
1977
Morton Brown Family Wealth
Pennsylvania
$2.29K +$962 +11 +79%
SFCL
1978
Strengthening Families & Communities LLC
Massachusetts
$2.29K +$2.19K +25 New
SN
1979
Sittner & Nelson
Oregon
$2.2K – – –
VERPA
1980
Virginia Estate & Retirement Planning Advisors
Virginia
$2.02K – – –
WCM
1981
Winthrop Capital Management
Indiana
$2K – – –
PS
1982
PayPay Securities
Japan
$1.65K -$9.62K -110 -86%
MS
1983
Monetary Solutions
Ohio
$1.65K – – –
SEP
1984
Signature Equity Partners
Ohio
$1.57K -$7.17K -82 -83%
LSA
1985
Leonteq Securities AG
Switzerland
$1.56K -$40.8K -466 -96%
MWM
1986
Mosley Wealth Management
California
$1.47K +$1.4K +16 New
BFS
1987
Burkett Financial Services
South Carolina
$1.43K – – –
FNWA
1988
Financial Network Wealth Advisors
Utah
$1.38K +$350 +4 +36%
NWMP
1989
Noble Wealth Management PBC
Colorado
$1.38K +$1.31K +15 New
MWM
1990
Mascoma Wealth Management
New Hampshire
$1.28K – – –
PJC
1991
Phillip James Consulting
Minnesota
$1.28K – – –
AFG
1992
Albion Financial Group
Utah
$1.19K – – –
BIM
1993
Breakwater Investment Management
Washington
$1.19K +$612 +7 +117%
CJ
1994
Caitlin John
Michigan
$1.01K – – –
HC
1995
Hara Capital
Washington
$1.01K – – –
POIA
1996
Pin Oak Investment Advisors
Texas
$1K +$700 +8 New
AP
1997
Aspect Partners
Virginia
$917 – – –
RS
1998
Rakuten Securities
Japan
$825 -$175 -2 -18%
HHGA
1999
Halbert Hargrove Global Advisors
California
$673 +$612 +7 New
DF
2000
DecisionPoint Financial
Arizona
$650 +$437 +5 +250%
78 79
80
81 82