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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
2001
Waldron Private Wealth
Pennsylvania
– -$202K -2,159 Closed
CD
2002
Chapin Davis
Maryland
– -$202K -2,153 Closed
DE
2003
Diversified Enterprises
Delaware
– -$201K -2,148 Closed
AW
2004
Apricus Wealth
South Carolina
– -$201K -2,145 Closed
AFGAS
2005
Allegiance Financial Group Advisory Services
Virginia
– -$200K -2,135 Closed
TFA
2006
Trinity Financial Advisors
Ohio
– -$202K -2,100 Closed
SW
2007
SteelPeak Wealth
California
– -$160K -1,710 Closed
APW
2008
Atlantic Private Wealth
North Carolina
– -$155K -1,653 Closed
SOAMC
2009
Spirit of America Management Corp
New York
– -$141K -1,500 Closed
PWA
2010
Provenance Wealth Advisors
Florida
– -$135K -1,440 Closed
EI
2011
eCIO Inc
Wisconsin
– -$113K -1,208 Closed
HCP
2012
Hexagon Capital Partners
Arkansas
– -$111K -1,188 Closed
CA
2013
Continuum Advisory
Idaho
– -$110K -1,171 Closed
CWC
2014
Carolinas Wealth Consulting
North Carolina
– -$83K -886 Closed
SIM
2015
Synergy Investment Management
Florida
– -$76.8K -820 Closed
WF
2016
Wayfinding Financial
Washington
– -$69K -745 Closed
GP
2017
Greenline Partners
New York
– -$52K -555 Closed
YDMI
2018
Y.D. More Investments
Israel
– -$36.9K -394 Closed
SCB
2019
Saudi Central Bank
Saudi Arabia
– -$28.6K -305 Closed
1L
2020
10Elms LLP
Oklahoma
– -$25.2K -269 Closed
CCM
2021
Cloud Capital Management
Washington
– -$21K -230 Closed
WPA
2022
West Paces Advisors
Georgia
– -$19.6K -209 Closed
RMP
2023
Richards, Merrill & Peterson
Washington
– -$13.8K -147 Closed
KA
2024
Kozak & Associates
Colorado
– -$6.36K -67 Closed
DWM
2025
Darwin Wealth Management
Florida
– -$5.51K -60 Closed
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