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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
501
Clifford Capital Partners
Utah
$835K +$846K +14,243 New
HNB
502
Huntington National Bank
Ohio
$833K -$149K -2,506 -15%
MPPW
503
Mitchell & Pahl Private Wealth
Oklahoma
$828K +$28.3K +476 +3%
VT
504
Vise Technologies
New York
$819K +$66.4K +1,118 +9%
AWM
505
Apollon Wealth Management
South Carolina
$816K +$465K +7,831 +129%
CRI
506
Colonial River Investments
Virginia
$815K +$825K +13,893 New
AWM
507
Avior Wealth Management
Nebraska
$813K -$105K -1,776 -11%
B
508
Bailard
California
$813K +$38.7K +651 +5%
IDBONY
509
Israel Discount Bank of New York
New York
$809K – – –
TWD
510
True Wealth Design
Ohio
$792K -$10.6K -179 -1%
PA
511
Procyon Advisors
Connecticut
$791K +$115K +1,938 +17%
MPAM
512
Murphy Pohlad Asset Management
Minnesota
$786K – – –
EWA
513
EverSource Wealth Advisors
Alabama
$786K +$487K +8,207 +158%
AWM
514
Aberdeen Wealth Management
Illinois
$782K – – –
DBRC
515
D.B. Root & Company
Pennsylvania
$776K +$14.7K +248 +2%
SPIA
516
Steward Partners Investment Advisory
New York
$776K +$475 +8 +0.1%
LCM
517
LCM Capital Management
Illinois
$775K +$7.18K +121 +0.9%
GWCM
518
Godshalk Welsh Capital Management
Pennsylvania
$768K +$89.7K +1,511 +13%
GA
519
GoalVest Advisory
New York
$766K -$367K -6,185 -32%
DLA
520
Douglas Lane & Associates
New York
$766K -$15K -253 -2%
DG
521
DMC Group
Alabama
$759K +$48.8K +821 +7%
DP
522
Dearborn Partners
Illinois
$756K +$24.1K +405 +3%
FCA
523
FLC Capital Advisors
California
$751K – – –
PWP
524
Phillips Wealth Planners
Mississippi
$747K -$17.5K -294 -2%
GBT
525
Grove Bank & Trust
Florida
$736K +$45.5K +767 +7%
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