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Colgate-Palmolive
CL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
2001
Main Street Group
Virginia
– -$192K -2,400 Closed
AAS
2002
Ameritas Advisory Services
Nebraska
– -$155K -1,935 Closed
PPA
2003
Painted Porch Advisors
California
– -$63.1K -789 Closed
RA
2004
Rise Advisors
New York
– -$40.2K -503 Closed
JWM
2005
JPL Wealth Management
Colorado
– -$37.7K -471 Closed
HIIFS
2006
Harel Insurance Investments & Financial Services
Israel
– -$32K -400 Closed
WPWM
2007
Western Pacific Wealth Management
Illinois
– -$32K -400 Closed
CCM
2008
Cloud Capital Management
Washington
– -$30K -381 Closed
CWM
2009
Copia Wealth Management
Oregon
– -$28.7K -359 Closed
GTAM
2010
Global Trust Asset Management
Florida
– -$24.4K -306 Closed
MFG
2011
Mendota Financial Group
Wisconsin
– -$20.4K -255 Closed
UFF
2012
USA Financial Formulas
Michigan
– -$16.9K -212 Closed
AWM
2013
Activest Wealth Management
Florida
– -$12.9K -162 Closed
MSWA
2014
Marshall & Sterling Wealth Advisors
New York
– -$8.47K -106 Closed
FLFS
2015
Family Legacy Financial Solutions
North Carolina
– -$2.76K -35 Closed
SWP
2016
Strategic Wealth Partners
Ohio
– -$2.64K -33 Closed
MAM
2017
MMA Asset Management
Pennsylvania
– -$2K -25 Closed
HHGA
2018
Halbert Hargrove Global Advisors
California
– -$1.76K -22 Closed
TCA
2019
Trifecta Capital Advisors
Illinois
– -$1.44K -18 Closed
TWM
2020
Tripletail Wealth Management
Florida
– -$1.24K -16 Closed
SFCL
2021
Strengthening Families & Communities LLC
Massachusetts
– -$960 -12 Closed
NC
2022
North Capital
Utah
– -$80 -1 Closed
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