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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
551
Lake Street Advisors Group
New Hampshire
$649K -$15.8K -295 -3%
BCM
552
Bayesian Capital Management
New York
$649K +$613K +11,456 New
VT
553
Vise Technologies
New York
$648K -$26.9K -502 -4%
NSIM
554
North Star Investment Management
Illinois
$646K – – –
OIS
555
Okabena Investment Services
Minnesota
$644K -$35.8K -669 -19%
GRP
556
Global Retirement Partners
California
$640K +$295K +5,515 +95%
SFA
557
Semmax Financial Advisors
North Carolina
$639K -$23.2K -434 -4%
DWA
558
Douglass Winthrop Advisors
New York
$637K -$47.6K -889 -7%
CB
559
Cadence Bank
Mississippi
$632K +$963 +18 +0.2%
SGA
560
Strategic Global Advisors
California
$628K +$159K +2,969 +37%
EM
561
Excalibur Management
Massachusetts
$628K -$4.5K -84 -0.8%
MW
562
Marcum Wealth
Ohio
$627K -$63.4K -1,184 -10%
CFGS
563
Concourse Financial Group Securities
Alabama
$626K +$27.6K +515 +5%
IGWM
564
ICA Group Wealth Management
Colorado
$625K -$17.3K -323 -3%
CAM
565
Cozad Asset Management
Illinois
$620K +$124K +2,312 +27%
HSA
566
HBK Sorce Advisory
Pennsylvania
$616K +$278K +5,199 +92%
DWM
567
Drive Wealth Management
Utah
$612K +$352K +6,582 +156%
CGL
568
Clarius Group LLC
Washington
$607K +$18.1K +339 +3%
CCM
569
Chiron Capital Management
Florida
$604K -$333K -6,222 -37%
TFS
570
Thoroughbred Financial Services
Tennessee
$601K -$33K -616 -5%
RSWM
571
Robertson Stephens Wealth Management
California
$594K -$642 -12 -0.1%
CA
572
Continuum Advisory
Idaho
$594K +$15.2K +284 +3%
RBFC
573
Roman Butler Fullerton & Co
Missouri
$591K +$21.1K +394 +4%
PI
574
Putnam Investments
Massachusetts
$589K +$60.2K +1,125 +12%
CWM
575
Chemistry Wealth Management
New York
$585K -$192K -3,593 -26%
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