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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
551
Intellectus Partners
California
$592K -$19.2K -302 -3%
MCIA
552
Mountain Capital Investment Advisors
Colorado
$592K +$331K +5,192 +128%
RG
553
Rikoon Group
New Mexico
$588K – – –
DP
554
Dearborn Partners
Illinois
$587K – – –
MIM
555
Moseley Investment Management
Florida
$585K -$54.1K -850 -8%
MPPW
556
Mitchell & Pahl Private Wealth
Oklahoma
$578K +$16.1K +253 +3%
LSAG
557
Lake Street Advisors Group
New Hampshire
$574K -$12.1K -190 -2%
CIC
558
Carnegie Investment Counsel
Ohio
$569K -$14.2K -223 -2%
CT
559
Caldwell Trust
Florida
$562K +$206K +3,236 +57%
ONST
560
Old North State Trust
North Carolina
$560K -$6.5K -102 -1%
MSAM
561
Moloney Securities Asset Management
Missouri
$555K -$8.92K -140 -2%
GT
562
Glenview Trust
Kentucky
$553K +$3.12K +49 +0.6%
AWM
563
Avior Wealth Management
Nebraska
$552K +$560K +8,800 New
SIAG
564
Signet Investment Advisory Group
Rhode Island
$549K +$519K +8,142 +1,357%
MCM
565
Mitchell Capital Management
Kansas
$543K +$40.7K +639 +8%
IWA
566
Intercontinental Wealth Advisors
Texas
$542K +$187K +2,941 +52%
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$542K +$246K +3,855 +81%
IWM
568
IHT Wealth Management
Illinois
$541K -$37.3K -585 -6%
PBC
569
Pavion Blue Capital
California
$536K -$11.9K -187 -2%
LCP
570
Legacy Capital Partners
Wisconsin
$535K – – –
RWM
571
Ritholtz Wealth Management
New York
$532K +$169K +2,660 +46%
RFG
572
Range Financial Group
Oregon
$528K +$535K +8,402 New
RGC
573
Roberts, Glore & Co
Illinois
$526K – – –
BFS
574
Bradley Foster & Sargent
Connecticut
$526K +$17.1K +268 +3%
MHIC
575
Marble Harbor Investment Counsel
Massachusetts
$525K -$5.09K -80 -0.9%
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