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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
551
First Interstate Bank
Montana
$11K – – –
MSFP
552
Mark Sheptoff Financial Planning
Connecticut
$11K – – –
FGAM
553
Financial Gravity Asset Management
Texas
$11K +$1.83K +29 +19%
GWS
554
Glassman Wealth Services
Virginia
$11K +$9.14K +145 +558%
RWM
555
Raffa Wealth Management
District of Columbia
$11K – – –
OFS
556
Orrstown Financial Services
Pennsylvania
$10K -$7.82K -124 -43%
PGWM
557
Parisi Gray Wealth Management
New Jersey
$10K – – –
PFGIA
558
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$5.49K +87 +118%
SCM
559
Southport Capital Management
Tennessee
$10K +$9.96K +158 New
ATC
560
Adirondack Trust Company
New York
$9K – – –
ME
561
McIlrath & Eck
Washington
$9K – – –
VIA
562
Vantage Investment Advisors
Pennsylvania
$8K -$6.24K -99 -44%
GAM
563
Gemmer Asset Management
California
$8K – – –
ML
564
McAdam LLC
Pennsylvania
$8K – – –
SIAS
565
Shine Investment Advisory Services
Colorado
$8K – – –
TIM
566
Tortoise Investment Management
New York
$8K – – –
LFA
567
Legacy Financial Advisors
Kentucky
$8K +$4.42K +70 +117%
BWA
568
Burt Wealth Advisors
Maryland
$7K – – –
CAW
569
Cornerstone Advisors (Washington)
Washington
$7K – – –
VCM
570
Versant Capital Management
Arizona
$6K – – –
FPB
571
First PREMIER Bank
South Dakota
$6K +$5.68K +90 New
TFS
572
TrustCore Financial Services
Tennessee
$5K -$1.07K -17 -18%
WWMSC
573
Wagner Wealth Management (South Carolina)
South Carolina
$5K – – –
MCM
574
Monument Capital Management
Virginia
$5K +$5.61K +89 New
TC
575
Trilogy Capital
California
$5K +$5.61K +89 New
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