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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
576
Thoroughbred Financial Services
Tennessee
$598K -$23.4K -405 -4%
IAA
577
Independent Advisor Alliance
North Carolina
$596K -$14.9K -258 -3%
PWP
578
Phillips Wealth Planners
Mississippi
$562K -$2.89K -50 -0.6%
GI
579
GAMCO Investors
Connecticut
$561K -$1.5K -26 -0.3%
X
580
Xponance
Pennsylvania
$555K +$280K +4,835 +110%
MCM
581
Mengis Capital Management
Oregon
$555K -$2.54K -44 -0.5%
TFA
582
Tranquilli Financial Advisor
New Jersey
$551K +$19.3K +333 +4%
MHC
583
May Hill Capital
Massachusetts
$550K +$180K +3,114 +52%
RCA
584
Resonant Capital Advisors
Wisconsin
$548K +$153K +2,639 +41%
GFP
585
Gryphon Financial Partners
Ohio
$546K +$53.6K +927 +11%
RG
586
Rathbones Group
United Kingdom
$541K – – –
ATPW
587
Ashton Thomas Private Wealth
Arizona
$540K -$314K -5,438 -38%
CIA
588
Cohen Investment Advisors
New Hampshire
$537K +$126K +2,185 +32%
FLPIM
589
F.L. Putnam Investment Management
Massachusetts
$537K -$31.1K -538 -6%
KMWM
590
Keudell/Morrison Wealth Management
Oregon
$534K +$22.7K +393 +5%
GWAG
591
Garrett Wealth Advisory Group
Texas
$531K -$30.8K -533 -6%
SA
592
SPWM Advisors
Michigan
$529K -$154K -2,659 -24%
BBHC
593
Brown Brothers Harriman & Co
New York
$527K +$56.1K +970 +12%
1WM
594
1900 Wealth Management
Texas
$527K +$43K +744 +9%
AP
595
Anchyra Partners
Georgia
$524K -$110K -1,905 -18%
QWP
596
Quotient Wealth Partners
Texas
$523K +$86.7K +1,499 +21%
CWM
597
Cornerstone Wealth Management
Missouri
$523K +$134K +2,314 +36%
BDFN
598
Bond & Devick Financial Network
Minnesota
$523K – – –
KWM
599
Kingsview Wealth Management
Oregon
$521K -$75.9K -1,313 -13%
GDP
600
Great Diamond Partners
Maine
$515K -$12.4K -215 -2%
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