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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1976
Summit Trail Advisors
New York
– -$896K -8,629 Closed
WLG
1977
Williamson Legacy Group
Indiana
– -$780K -7,517 Closed
FFO
1978
Fiduciary Family Office
Florida
– -$704K -6,780 Closed
RIA
1979
Realta Investment Advisors
Delaware
– -$650K -6,449 Closed
WG
1980
Winton Group
United Kingdom
– -$631K -6,077 Closed
BW
1981
Bison Wealth
Georgia
– -$578K -5,567 Closed
CWS
1982
Confluence Wealth Services
Pennsylvania
– -$497K -4,783 Closed
ZIMP
1983
Zimmermann Investment Management & Planning
Pennsylvania
– -$491K -4,725 Closed
RBFC
1984
Roman Butler Fullerton & Co
Missouri
– -$472K -4,643 Closed
ACM
1985
AlphaStar Capital Management
North Carolina
– -$472K -4,551 Closed
MIS
1986
Morningstar Investment Services
Illinois
– -$459K -4,426 Closed
GCM
1987
Greenland Capital Management
New York
– -$439K -4,228 Closed
GLA
1988
Good Life Advisors
Pennsylvania
– -$436K -4,198 Closed
EP
1989
Edgestream Partners
New Jersey
– -$415K -3,998 Closed
TA
1990
TrueWealth Advisors
Alabama
– -$399K -3,843 Closed
NWMG
1991
National Wealth Management Group
Ohio
– -$382K -3,676 Closed
SWP
1992
Significant Wealth Partners
Illinois
– -$381K -3,671 Closed
GWMR
1993
GC Wealth Management RIA
Massachusetts
– -$362K -3,484 Closed
NME
1994
Notis-McConarty Edward
– -$353K -3,405 Closed
WC
1995
Waterloo Capital
Texas
– -$326K -3,136 Closed
MS
1996
Maven Securities
Jersey
– -$295K -3,093 Closed
MPM
1997
MBB Public Markets
Illinois
– -$318K -3,060 Closed
HI
1998
Human Investing
Oregon
– -$312K -3,009 Closed
HWM
1999
HighMark Wealth Management
Minnesota
– -$311K -3,000 Closed
FRM
2000
Fox Run Management
Connecticut
– -$303K -2,920 Closed
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80
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