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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
601
Institutional & Family Asset Management
Colorado
$22K +$2.82K +45 +13%
TC
602
Truvestments Capital
Florida
$22K +$25K +399 New
BFC
603
Bedel Financial Consulting
Indiana
$20K – – –
LWM
604
Liberty Wealth Management
California
$20K +$12.8K +204 +146%
NL
605
NVWM LLC
Pennsylvania
$20K +$22.3K +356 New
QAM
606
QCI Asset Management
New York
$18K -$6.71K -107 -25%
RFM
607
Royal Fund Management
Florida
$17K +$251 +4 +1%
BCA
608
Berman Capital Advisors
Georgia
$17K +$13K +207 +167%
AWA
609
Arkadios Wealth Advisors
Georgia
$16.6K +$125 +2 +0.7%
PMFA
610
Plante Moran Financial Advisors
Michigan
$16K -$2.01K -32 -10%
JSC
611
Jackson Square Capital
California
$16K – – –
TFS
612
TrustCore Financial Services
Tennessee
$16K – – –
WQ
613
Wealth Quarterback
New Jersey
$15.3K -$97.1K -1,548 -85%
FPFS
614
First Personal Financial Services
North Carolina
$15K -$2.82K -45 -14%
DSC
615
Duncker Streett & Co
Missouri
$15K – – –
KPW
616
Kore Private Wealth
New York
$14K -$63.9K -1,019 -81%
HCM
617
Highlander Capital Management
New Jersey
$14K – – –
PGAM
618
Princeton Global Asset Management
New Jersey
$14K – – –
PFBT
619
Parkside Financial Bank & Trust
Missouri
$14K +$15.6K +249 New
ACA
620
Atlas Capital Advisors
Wyoming
$13.4K -$703K -11,210 -98%
JWA
621
JFS Wealth Advisors
Pennsylvania
$13K – – –
POIA
622
Pin Oak Investment Advisors
Texas
$13K +$3.83K +61 +37%
RWM
623
Raffa Wealth Management
District of Columbia
$12.3K +$2.45K +39 +22%
BC
624
Barnett & Company
Tennessee
$12K – – –
OPS
625
Orion Portfolio Solutions
Nebraska
$10K -$8.03K -128 -43%
23 24
25
26 27