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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
ET
551
Entropy Technologies
New York
$803K +$818K +11,662 New
RP
552
Riverwater Partners
Wisconsin
$802K +$259K +3,691 +46%
NIM
553
Northeast Investment Management
Massachusetts
$801K – – –
BCFD
554
Boit C.F. David
$795K – – –
LFAS
555
Level Four Advisory Services
Texas
$792K +$18.4K +262 +2%
CIAS
556
Capital Investment Advisory Services
North Carolina
$789K -$35K -499 -4%
AFCM
557
Applied Finance Capital Management
Puerto Rico
$788K -$159K -2,265 -17%
IDBONY
558
Israel Discount Bank of New York
New York
$788K – – –
BW
559
BIP Wealth
Georgia
$786K -$58.5K -834 -7%
BBHC
560
Brown Brothers Harriman & Co
New York
$783K +$140K +1,998 +21%
PI
561
PFG Investments
New York
$783K +$94.3K +1,344 +13%
SC
562
Soundwatch Capital
Connecticut
$770K +$79.8K +1,138 New
DTL
563
Dynamic Technology Lab
Singapore
$768K -$347K -4,941 -31%
FBT
564
First Bank & Trust
South Dakota
$766K -$46.5K -663 -6%
TFS
565
Thoroughbred Financial Services
Tennessee
$758K -$589K -8,396 -43%
BDS
566
Banco de Sabadell
Florida
$754K +$2.04K +29 +0.3%
HP
567
Haven Private
Florida
$753K +$161K +2,297 +27%
PM
568
Phraction Management
Connecticut
$751K – – –
WANY
569
Wealthspire Advisors (New York)
New York
$736K +$5.61K +80 +0.8%
MWM
570
Mission Wealth Management
California
$726K +$23.6K +336 +3%
FCA
571
FLC Capital Advisors
California
$726K -$26.5K -378 -3%
PP
572
PDS Planning
Ohio
$725K +$57.8K +824 +8%
BJL
573
Brighton Jones LLC
Washington
$723K +$105K +1,497 +17%
RC
574
Roundview Capital
New Jersey
$722K -$53.7K -765 -7%
GWAG
575
Garrett Wealth Advisory Group
Texas
$719K -$33K -471 -4%
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