We are live on ! Find out more
UL icon

Unilever

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
MV Capital Management
Maryland
$28K +$27.5K +460 New
IFA
602
Interactive Financial Advisors
Illinois
$27K – – –
SWA
603
Sutton Wealth Advisors
Florida
$26.4K – – –
JCM
604
Jacobi Capital Management
Pennsylvania
$26K – – –
CYG
605
Clean Yield Group
Vermont
$25K – – –
TL
606
TrueWealth LLC
Georgia
$25K – – –
SIM
607
Sonora Investment Management
Arizona
$25K +$777 +13 +3%
KWM
608
Keebeck Wealth Management
Illinois
$25K +$24.8K +415 New
HR
609
Howe & Rusling
New York
$24K +$22.8K +382 New
TFO
610
Tarbox Family Office
California
$23K +$14.2K +238 +180%
KTC
611
Kistler-Tiffany Companies
Pennsylvania
$23K +$22.6K +378 New
IFAM
612
Institutional & Family Asset Management
Colorado
$22K -$1.49K -25 -6%
BFC
613
Bedel Financial Consulting
Indiana
$22K – – –
FWM
614
Focused Wealth Management
New York
$19K +$18K +301 New
FPFS
615
First Personal Financial Services
North Carolina
$17K – – –
JSC
616
Jackson Square Capital
California
$17K – – –
PMFA
617
Plante Moran Financial Advisors
Michigan
$17K – – –
TFS
618
TrustCore Financial Services
Tennessee
$17K – – –
DSC
619
Duncker Streett & Co
Missouri
$16K – – –
Ninety One (UK)
620
Ninety One (UK)
United Kingdom
$16K +$15.7K +263 New
BCA
621
Berman Capital Advisors
Georgia
$15K -$3.88K -65 -20%
HCM
622
Highlander Capital Management
New Jersey
$15K – – –
PFBT
623
Parkside Financial Bank & Trust
Missouri
$15K – – –
PGAM
624
Princeton Global Asset Management
New Jersey
$15K – – –
BWM
625
BerganKDV Wealth Management
Minnesota
$15K +$8.84K +148 +161%