We are live on ! Find out more
CL icon

Colgate-Palmolive
CL

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
Whipplewood Advisors
Colorado
– -$48.3K -531 Closed
WTFG
2002
Wood Tarver Financial Group
Idaho
– -$47K -527 Closed
TPWA
2003
Twin Peaks Wealth Advisors
California
– -$43.5K -512 Closed
AWM
2004
Atticus Wealth Management
Florida
– -$44.4K -488 Closed
T
2005
Transce3nd
Texas
– -$42.2K -464 Closed
BFP
2006
Briaud Financial Planning
Texas
– -$32K -361 Closed
AAG
2007
Accordant Advisory Group
Maryland
– -$23.6K -260 Closed
PSFG
2008
Park Square Financial Group
Georgia
– -$18.1K -199 Closed
MPW
2009
MASECO Private Wealth
– -$14.2K -156 Closed
SC
2010
Solstein Capital
California
– -$13.5K -149 Closed
BDPWM
2011
Barnes Dennig Private Wealth Management
Ohio
– -$11.3K -124 Closed
CWM
2012
Cranbrook Wealth Management
Michigan
– -$8.64K -95 Closed
APW
2013
Aventura Private Wealth
Florida
– -$7.82K -86 Closed
WCM
2014
WealthTrak Capital Management
Virginia
– -$7.73K -85 Closed
LFA
2015
Legend Financial Advisors
Pennsylvania
– -$7.45K -82 Closed
GC
2016
GFG Capital
Florida
– -$7K -77 Closed
HCM
2017
Hollencrest Capital Management
California
– -$5K -55 Closed
PFG
2018
Putney Financial Group
California
– -$4.54K -50 Closed
IMC
2019
Investment Management Corporation
Virginia
– -$4.02K -44 Closed
SC
2020
Stephens Consulting
Michigan
– -$3.55K -39 Closed
MAFA
2021
MJT & Associates Financial Advisory
Minnesota
– -$2.55K -28 Closed
TIM
2022
Total Investment Management
Arizona
– -$1.91K -21 Closed
BA
2023
Bellwether Advisors
Nebraska
– -$1.73K -19 Closed
YP
2024
YANKCOM Partnership
South Dakota
– -$1.64K -18 Closed
PWM
2025
Proathlete Wealth Management
Florida
– -$1.18K -13 Closed
78 79 80
81
82