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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2001
Leonteq Securities AG
Switzerland
$1.56K -$40.8K -466 -96%
MWM
2002
Mosley Wealth Management
California
$1.47K +$1.4K +16 New
BFS
2003
Burkett Financial Services
South Carolina
$1.43K – – –
FNWA
2004
Financial Network Wealth Advisors
Utah
$1.38K +$350 +4 +36%
NWMP
2005
Noble Wealth Management PBC
Colorado
$1.38K +$1.31K +15 New
MWM
2006
Mascoma Wealth Management
New Hampshire
$1.28K – – –
PJC
2007
Phillip James Consulting
Minnesota
$1.28K – – –
AFG
2008
Albion Financial Group
Utah
$1.19K – – –
BIM
2009
Breakwater Investment Management
Washington
$1.19K +$612 +7 +117%
CJ
2010
Caitlin John
Michigan
$1.01K – – –
HC
2011
Hara Capital
Washington
$1.01K – – –
POIA
2012
Pin Oak Investment Advisors
Texas
$1K +$700 +8 New
AP
2013
Aspect Partners
Virginia
$917 – – –
RS
2014
Rakuten Securities
Japan
$825 -$175 -2 -18%
HHGA
2015
Halbert Hargrove Global Advisors
California
$673 +$612 +7 New
DF
2016
DecisionPoint Financial
Arizona
$650 +$437 +5 +250%
ECA
2017
Elevated Capital Advisors
Utah
$642 – – –
HI
2018
Hoey Investments
Pennsylvania
$551 +$525 +6 New
KA
2019
Kozak & Associates
Colorado
$472 -$4.9K -56 -92%
SWAG
2020
Spectrum Wealth Advisory Group
California
$461 +$437 +5 New
CTWM
2021
Cherry Tree Wealth Management
Minnesota
$413 – – –
MIM
2022
Marshall Investment Management
Colorado
$367 – – –
IPS
2023
Investors Portfolio Services
Washington
$367 +$350 +4 New
TCA
2024
Trifecta Capital Advisors
Illinois
$367 +$350 +4 New
MCA
2025
Maryland Capital Advisors
Maryland
$276 +$262 +3 New
79 80
81
82 83