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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
1976
Mill Creek Capital Advisors
Pennsylvania
– -$279K -3,488 Closed
DHC
1977
Drum Hill Capital
Connecticut
– -$271K -3,389 Closed
TPW
1978
Transatlantique Private Wealth
New York
– -$270K -3,376 Closed
OFO
1979
OneAscent Family Office
Alabama
– -$269K -3,363 Closed
BAM
1980
Berkshire Asset Management
Pennsylvania
– -$266K -3,329 Closed
IAN
1981
Integrated Advisors Network
Texas
– -$260K -3,250 Closed
CWM
1982
Compass Wealth Management
Connecticut
– -$257K -3,221 Closed
MMA
1983
Mizuho Markets Americas
New York
– -$255K -3,190 Closed
WI
1984
Westbourne Investments
Virginia
– -$228K -3,155 Closed
TCM
1985
TruNorth Capital Management
Michigan
– -$247K -3,090 Closed
IF
1986
Intrua Financial
Texas
– -$244K -3,058 Closed
CBA
1987
Coastal Bridge Advisors
Connecticut
– -$244K -3,049 Closed
SI
1988
Sava Infond
Slovenia
– -$241K -3,020 Closed
BAM
1989
Blueshift Asset Management
New Jersey
– -$240K -3,000 Closed
FA
1990
Fountainhead AM
New Jersey
– -$239K -2,988 Closed
TRIA
1991
Trail Ridge Investment Advisors
Colorado
– -$235K -2,943 Closed
PWS
1992
Precision Wealth Strategies
Missouri
– -$235K -2,937 Closed
MAG
1993
M3 Advisory Group
Massachusetts
– -$230K -2,874 Closed
YWM
1994
Yukon Wealth Management
Kansas
– -$225K -2,815 Closed
DCA
1995
DSG Capital Advisors
Minnesota
– -$218K -2,729 Closed
SSW
1996
Smith Shellnut Wilson
Mississippi
– -$204K -2,558 Closed
GIM
1997
Goelzer Investment Management
Indiana
– -$202K -2,526 Closed
EM
1998
Excalibur Management
Massachusetts
– -$201K -2,520 Closed
CWM
1999
Chemistry Wealth Management
New York
– -$201K -2,516 Closed
SWM
2000
Steinberganna Wealth Management
New York
– -$201K -2,513 Closed
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