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Unilever

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
HB Wealth Management
Georgia
$465K +$146K +2,788 +42%
AAS
602
Ameritas Advisory Services
Nebraska
$462K +$33.6K +643 +7%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$460K +$38.6K +738 +9%
LWA
604
Lineweaver Wealth Advisors
Ohio
$460K +$223K +4,270 +84%
PI
605
Putnam Investments
Massachusetts
$458K +$104K +1,986 +27%
ONST
606
Old North State Trust
North Carolina
$458K +$485K +9,282 +103,133%
WANY
607
Wealthspire Advisors (New York)
New York
$457K -$23.3K -445 -5%
Thrivent Financial for Lutherans
608
Thrivent Financial for Lutherans
Minnesota
$454K +$78.5K +1,502 +20%
IWM
609
IHT Wealth Management
Illinois
$449K +$246K +4,710 +107%
FAFN
610
First Affirmative Financial Network
Colorado
$447K +$40.8K +780 +9%
SEC
611
Seven Eight Capital
New York
$443K -$383K -7,337 -45%
PA
612
Procyon Advisors
Connecticut
$443K +$8.05K +154 +2%
TC
613
TwinBeech Capital
New York
$442K +$468K +8,952 New
BWAM
614
Boyd Watterson Asset Management
Ohio
$441K +$6.95K +133 +2%
RC
615
RBO & Co
California
$438K
FHA
616
First Horizon Advisors
Tennessee
$437K -$189K -3,617 -29%
TCPWM
617
Traverso Chambers Private Wealth Management
California
$437K +$31.2K +598 +7%
Luther King Capital Management (LKCM)
618
Luther King Capital Management (LKCM)
Texas
$436K -$107K -2,044 -19%
BFM
619
Boston Financial Management
Massachusetts
$436K -$73.4K -1,404 -14%
FFWM
620
Future Financial Wealth Management
Ohio
$434K +$440K +8,427 New
CNC
621
Canandaigua National Corp
New York
$431K +$180K +3,437 +65%
AUB
622
Atlantic Union Bankshares
Virginia
$429K -$132K -2,525 -22%
BAM
623
Beaumont Asset Management
Texas
$429K +$24.8K +475 +6%
WJWM
624
Williams Jones Wealth Management
New York
$426K -$38.4K -735 -8%
LP
625
LGL Partners
Pennsylvania
$426K -$9.67K -185 -2%