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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
551
West Paces Advisors
Georgia
$19.2K – – –
IFAM
552
Institutional & Family Asset Management
Colorado
$19K +$18.6K +306 New
AIM
553
Arcadia Investment Management
Michigan
$18K -$24.2K -398 -59%
CFD
554
Creative Financial Designs
Indiana
$18K – – –
RFM
555
Royal Fund Management
Florida
$18K – – –
NCM
556
New Capital Management
Texas
$17K – – –
TF
557
Tompkins Financial
New York
$17K – – –
WWM
558
Willingdon Wealth Management
North Carolina
$17K +$16.2K +267 New
MRCM
559
M&R Capital Management
New Jersey
$16K -$64.9K -1,066 -80%
HCM
560
Highlander Capital Management
New Jersey
$15K – – –
APP
561
Avantax Planning Partners
Iowa
$15K +$14.4K +236 New
RWA
562
Ropes Wealth Advisors
Massachusetts
$14K – – –
SC
563
Sawyer & Company
Massachusetts
$14K – – –
VIA
564
Vantage Investment Advisors
Pennsylvania
$14K – – –
POIA
565
Pin Oak Investment Advisors
Texas
$13K – – –
FCAG
566
First Capital Advisors Group
New Jersey
$13K +$12.4K +203 New
PFA
567
Pathway Financial Advisors
Vermont
$12K – – –
MCWS
568
McKinley Carter Wealth Services
West Virginia
$12K +$11.2K +184 New
WF
569
WealthTrust Fairport
Ohio
$12K +$11.9K +196 New
RWM
570
Raffa Wealth Management
District of Columbia
$11.1K – – –
MSFP
571
Mark Sheptoff Financial Planning
Connecticut
$11K -$444K -7,289 -98%
FIB
572
First Interstate Bank
Montana
$11K – – –
TRCT
573
Tower Research Capital (TRC)
New York
$11K +$10.8K +178 New
FGC
574
Financial Gravity Companies
Texas
$10K -$487 -8 -5%
ATC
575
Adirondack Trust Company
New York
$10K – – –
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