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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2001
Carderock Capital Management
Maryland
– -$72.7K -800 Closed
NC
2002
NewSquare Capital
Pennsylvania
– -$70.7K -778 Closed
WBC
2003
West Branch Capital
Massachusetts
– -$50K -550 Closed
WA
2004
Whipplewood Advisors
Colorado
– -$48.3K -531 Closed
WTFG
2005
Wood Tarver Financial Group
Idaho
– -$47K -527 Closed
TPWA
2006
Twin Peaks Wealth Advisors
California
– -$43.5K -512 Closed
AWM
2007
Atticus Wealth Management
Florida
– -$44.4K -488 Closed
T
2008
Transce3nd
Texas
– -$42.2K -464 Closed
BFP
2009
Briaud Financial Planning
Texas
– -$32K -361 Closed
AAG
2010
Accordant Advisory Group
Maryland
– -$23.6K -260 Closed
PSFG
2011
Park Square Financial Group
Georgia
– -$18.1K -199 Closed
MPW
2012
MASECO Private Wealth
– -$14.2K -156 Closed
SC
2013
Solstein Capital
California
– -$13.5K -149 Closed
BDPWM
2014
Barnes Dennig Private Wealth Management
Ohio
– -$11.3K -124 Closed
CWM
2015
Cranbrook Wealth Management
Michigan
– -$8.64K -95 Closed
APW
2016
Aventura Private Wealth
Florida
– -$7.82K -86 Closed
WCM
2017
WealthTrak Capital Management
Virginia
– -$7.73K -85 Closed
LFA
2018
Legend Financial Advisors
Pennsylvania
– -$7.45K -82 Closed
GC
2019
GFG Capital
Florida
– -$7K -77 Closed
HCM
2020
Hollencrest Capital Management
California
– -$5K -55 Closed
PFG
2021
Putney Financial Group
California
– -$4.54K -50 Closed
IMC
2022
Investment Management Corporation
Virginia
– -$4.02K -44 Closed
SC
2023
Stephens Consulting
Michigan
– -$3.55K -39 Closed
MAFA
2024
MJT & Associates Financial Advisory
Minnesota
– -$2.55K -28 Closed
TIM
2025
Total Investment Management
Arizona
– -$1.91K -21 Closed
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