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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
551
BKM Wealth Management
Wisconsin
$784K +$39.2K +607 +5%
GI
552
GAMMA Investing
California
$782K +$146K +2,261 +24%
NIM
553
Northeast Investment Management
Massachusetts
$780K -$13.5K -210 -2%
AWM
554
Aberdeen Wealth Management
Illinois
$779K +$65 +1 +0%
CWA
555
Crux Wealth Advisors
California
$776K +$368K +5,706 +97%
BCFD
556
Boit C.F. David
$774K – – –
IDBONY
557
Israel Discount Bank of New York
New York
$767K -$140K -2,172 -16%
GSEP
558
Golden State Equity Partners
California
$764K +$134K +2,071 +22%
SAM
559
Smartleaf Asset Management
Massachusetts
$760K +$58K +899 +9%
KFSC
560
Keystone Financial Services (Colorado)
Colorado
$756K +$29.7K +460 +4%
BIM
561
Bridges Investment Management
Nebraska
$756K – – –
RC
562
Roundview Capital
New Jersey
$754K -$19.6K -304 -3%
LFAS
563
Level Four Advisory Services
Texas
$753K +$76.3K +1,183 +12%
HAG
564
HighPoint Advisor Group
Illinois
$738K +$142K +2,205 +27%
XT
565
XTX Topco
Cayman Islands
$734K -$3.31M -51,383 -82%
FCA
566
FLC Capital Advisors
California
$732K – – –
BDS
567
Banco de Sabadell
Florida
$732K +$4.97K +77 +0.7%
GWAG
568
Garrett Wealth Advisory Group
Texas
$732K +$39.1K +606 +6%
PM
569
Phraction Management
Connecticut
$731K – – –
LOIM
570
Liberty One Investment Management
Illinois
$731K -$14.8K -230 -2%
NA
571
Navellier & Associates
Nevada
$729K – – –
DW30
572
Drucker Wealth 3.0
New Jersey
$729K -$137K -2,116 -16%
SAM
573
Silvercrest Asset Management
New York
$728K +$22.3K +346 +3%
BIG
574
Brooklyn Investment Group
New York
$723K +$580K +8,983 +497%
TCA
575
Transcend Capital Advisors
New Jersey
$717K +$32.1K +498 +5%
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