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