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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
526
FineMark National Bank & Trust
Florida
$208K +$200K +3,004 New
PCA
527
Personal Capital Advisors
California
$206K +$198K +2,970 New
BCA
528
Bay Colony Advisors
Massachusetts
$205K +$197K +2,956 New
MAFM
529
Mid Atlantic Financial Management
Pennsylvania
$205K +$198K +2,970 New
EWA
530
Exencial Wealth Advisors
Oklahoma
$202K +$195K +2,917 New
GC
531
Gratus Capital
Georgia
$201K -$135K -2,022 -41%
RIM
532
Rockbridge Investment Management
New York
$201K +$185K +2,767 +2,080%
OFS
533
OneAscent Financial Services
Alabama
$201K +$194K +2,903 New
BAM
534
Belpointe Asset Management
Nevada
$189K -$6K -90 -3%
MA
535
MUFG Americas
New York
$187K – – –
AAM
536
Advisors Asset Management
Colorado
$186K -$3.4K -51 -2%
IA
537
IFP Advisors
Florida
$181K -$29.1K -436 -14%
FMB
538
Field & Main Bank
Kentucky
$179K +$11.9K +178 +7%
HIA
539
Harbor Investment Advisory
Maryland
$177K – – –
VCM
540
Vigilant Capital Management
Maine
$171K -$47.4K -711 -22%
FHC
541
First Horizon Corporation
Tennessee
$166K +$160K +2,398 New
LAS
542
Lloyd Advisory Services
Georgia
$165K -$13.1K -197 -8%
BC
543
Bartlett & Co
Ohio
$165K – – –
BCWM
544
Bartlett & Co Wealth Management
Ohio
$165K – – –
HWA
545
Heritage Wealth Advisors
Virginia
$157K – – –
FFA
546
Founders Financial Alliance
North Carolina
$157K +$151K +2,259 New
SAM
547
Security Asset Management
New York
$153K -$243K -3,647 -62%
CFA
548
Carroll Financial Associates
North Carolina
$153K – – –
LS
549
Leelyn Smith
Illinois
$150K +$4.34K +65 +3%
BHWM
550
Bay Harbor Wealth Management
Maryland
$147K -$68.9K -1,032 -33%
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