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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2001
Smith Shellnut Wilson
Mississippi
– -$204K -2,558 Closed
GIM
2002
Goelzer Investment Management
Indiana
– -$202K -2,526 Closed
EM
2003
Excalibur Management
Massachusetts
– -$201K -2,520 Closed
CWM
2004
Chemistry Wealth Management
New York
– -$201K -2,516 Closed
SWM
2005
Steinberganna Wealth Management
New York
– -$201K -2,513 Closed
MSG
2006
Main Street Group
Virginia
– -$192K -2,400 Closed
AAS
2007
Ameritas Advisory Services
Nebraska
– -$155K -1,935 Closed
PPA
2008
Painted Porch Advisors
California
– -$63.1K -789 Closed
RA
2009
Rise Advisors
New York
– -$40.2K -503 Closed
JWM
2010
JPL Wealth Management
Colorado
– -$37.7K -471 Closed
HIIFS
2011
Harel Insurance Investments & Financial Services
Israel
– -$32K -400 Closed
WPWM
2012
Western Pacific Wealth Management
Illinois
– -$32K -400 Closed
CCM
2013
Cloud Capital Management
Washington
– -$30K -381 Closed
CWM
2014
Copia Wealth Management
Oregon
– -$28.7K -359 Closed
GTAM
2015
Global Trust Asset Management
Florida
– -$24.4K -306 Closed
MFG
2016
Mendota Financial Group
Wisconsin
– -$20.4K -255 Closed
UFF
2017
USA Financial Formulas
Michigan
– -$16.9K -212 Closed
AWM
2018
Activest Wealth Management
Florida
– -$12.9K -162 Closed
MSWA
2019
Marshall & Sterling Wealth Advisors
New York
– -$8.47K -106 Closed
FLFS
2020
Family Legacy Financial Solutions
North Carolina
– -$2.76K -35 Closed
SWP
2021
Strategic Wealth Partners
Ohio
– -$2.64K -33 Closed
MAM
2022
MMA Asset Management
Pennsylvania
– -$2K -25 Closed
HHGA
2023
Halbert Hargrove Global Advisors
California
– -$1.76K -22 Closed
TCA
2024
Trifecta Capital Advisors
Illinois
– -$1.44K -18 Closed
TWM
2025
Tripletail Wealth Management
Florida
– -$1.24K -16 Closed
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