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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2001
Elevated Capital Advisors
Utah
$642 – – –
HI
2002
Hoey Investments
Pennsylvania
$551 +$525 +6 New
KA
2003
Kozak & Associates
Colorado
$472 -$4.9K -56 -92%
SWAG
2004
Spectrum Wealth Advisory Group
California
$461 +$437 +5 New
MIM
2005
Marshall Investment Management
Colorado
$367 – – –
IPS
2006
Investors Portfolio Services
Washington
$367 +$350 +4 New
TCA
2007
Trifecta Capital Advisors
Illinois
$367 +$350 +4 New
MCA
2008
Maryland Capital Advisors
Maryland
$276 +$262 +3 New
CIAM
2009
Caitong International Asset Management
Hong Kong
$275 -$437 -5 -63%
CI
2010
Cordant Inc
Oregon
$227 +$175 +2 New
BA
2011
Bard Associates
Illinois
$136 – – –
DWM
2012
Darwin Wealth Management
Florida
$86 – – –
CC
2013
Cartenna Capital
Connecticut
– -$72.4M -850,000 Closed
ET
2014
Entropy Technologies
New York
– -$17.7M -207,329 Closed
XT
2015
XTX Topco
Cayman Islands
– -$12.6M -147,946 Closed
YIH
2016
Y-Intercept (HK)
Hong Kong
– -$12.1M -141,675 Closed
SC
2017
SummitTX Capital
Texas
– -$6.53M -76,563 Closed
CM
2018
Caption Management
Oklahoma
– -$6.39M -75,000 Closed
SM
2019
Sciencast Management
New Jersey
– -$6.33M -74,265 Closed
BFG
2020
Brandywine Financial Group
Tennessee
– -$6.21M -72,853 Closed
WG
2021
Winton Group
United Kingdom
– -$4.31M -50,513 Closed
EW
2022
Evoke Wealth
California
– -$4.1M -48,138 Closed
SRA
2023
Secured Retirement Advisors
Minnesota
– -$3.1M -36,400 Closed
CCS
2024
Concentric Capital Strategies
Connecticut
– -$3.08M -36,191 Closed
QIM
2025
Quantitative Investment Management
Virginia
– -$2.73M -32,005 Closed
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