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Colgate-Palmolive
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
2026
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$247K -3,130 Closed
CA
2027
Cornerstone Advisory
Maryland
– -$246K -3,118 Closed
HNWA
2028
Henrickson Nauta Wealth Advisors
Michigan
– -$237K -3,071 Closed
CAG
2029
Csenge Advisory Group
Florida
– -$233K -2,950 Closed
OAM
2030
Occidental Asset Management
California
– -$231K -2,924 Closed
GWMR
2031
GC Wealth Management RIA
Massachusetts
– -$226K -2,860 Closed
GCM
2032
Goldstream Capital Management
Hong Kong
– -$216K -2,736 Closed
VDC
2033
Van Diest Capital
Iowa
– -$214K -2,713 Closed
FWP
2034
Fiduciary Wealth Partners
Massachusetts
– -$208K -2,628 Closed
CPWA
2035
Cerro Pacific Wealth Advisors
California
– -$207K -2,626 Closed
HWA
2036
HCR Wealth Advisors
California
– -$206K -2,605 Closed
PNC
2037
Park National Corp
Ohio
– -$204K -2,582 Closed
RPWA
2038
Regent Peak Wealth Advisors
Georgia
– -$203K -2,572 Closed
SFG
2039
SevenBridge Financial Group
Pennsylvania
– -$202K -2,365 Closed
AR
2040
Apeiron RIA
Texas
– -$212K -2,316 Closed
SIM
2041
Sentry Investment Management
Wisconsin
– -$157K -1,991 Closed
A
2042
AlphaQuest
New York
– -$97.7K -1,236 Closed
EI
2043
eCIO Inc
Wisconsin
– -$74.8K -947 Closed
RAM
2044
Reflection Asset Management
South Carolina
– -$77.6K -941 Closed
EW
2045
Elyxium Wealth
California
– -$67.5K -855 Closed
SHF
2046
Safe Harbor Fiduciary
Florida
– -$45.4K -575 Closed
TM
2047
Torren Management
California
– -$44.5K -563 Closed
RFG
2048
REAP Financial Group
Texas
– -$39.5K -500 Closed
TAM
2049
Tucker Asset Management
Colorado
– -$32.8K -415 Closed
CP
2050
Camelot Portfolios
Ohio
– -$31.6K -400 Closed
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