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Colgate-Palmolive

Name Holding Trade Value Shares
Change
Change in
Stake
APP
1976
Avantax Planning Partners
Iowa
– -$307K -3,845 Closed
WA
1977
Waddell & Associates
Tennessee
– -$301K -3,763 Closed
KIG
1978
Kessler Investment Group
Indiana
– -$296K -3,698 Closed
IWP
1979
Invenio Wealth Partners
Florida
– -$287K -3,585 Closed
NF
1980
Nikulski Financial
Iowa
– -$280K -3,498 Closed
MCCA
1981
Mill Creek Capital Advisors
Pennsylvania
– -$279K -3,488 Closed
DHC
1982
Drum Hill Capital
Connecticut
– -$271K -3,389 Closed
TPW
1983
Transatlantique Private Wealth
New York
– -$270K -3,376 Closed
OFO
1984
OneAscent Family Office
Alabama
– -$269K -3,363 Closed
BAM
1985
Berkshire Asset Management
Pennsylvania
– -$266K -3,329 Closed
IAN
1986
Integrated Advisors Network
Texas
– -$260K -3,250 Closed
CWM
1987
Compass Wealth Management
Connecticut
– -$257K -3,221 Closed
MMA
1988
Mizuho Markets Americas
New York
– -$255K -3,190 Closed
WI
1989
Westbourne Investments
Virginia
– -$228K -3,155 Closed
TCM
1990
TruNorth Capital Management
Michigan
– -$247K -3,090 Closed
IF
1991
Intrua Financial
Texas
– -$244K -3,058 Closed
CBA
1992
Coastal Bridge Advisors
Connecticut
– -$244K -3,049 Closed
SI
1993
Sava Infond
Slovenia
– -$241K -3,020 Closed
BAM
1994
Blueshift Asset Management
New Jersey
– -$240K -3,000 Closed
FA
1995
Fountainhead AM
New Jersey
– -$239K -2,988 Closed
TRIA
1996
Trail Ridge Investment Advisors
Colorado
– -$235K -2,943 Closed
PWS
1997
Precision Wealth Strategies
Missouri
– -$235K -2,937 Closed
MAG
1998
M3 Advisory Group
Massachusetts
– -$230K -2,874 Closed
YWM
1999
Yukon Wealth Management
Kansas
– -$225K -2,815 Closed
DCA
2000
DSG Capital Advisors
Minnesota
– -$218K -2,729 Closed