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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
601
Jacobi Capital Management
Pennsylvania
$582K +$25.5K +369 +4%
RGF
602
Retirement Guys Formula
Ohio
$577K -$454K -6,580 -43%
MFIM
603
Mesirow Financial Investment Management
Illinois
$574K +$5.18K +75 +0.9%
YIH
604
Y-Intercept (HK)
Hong Kong
$571K -$577K -8,365 -49%
BDFN
605
Bond & Devick Financial Network
Minnesota
$568K +$49.1K +712 +9%
CC
606
Chicago Capital
Illinois
$561K +$6.14K +89 +1%
FFP
607
FourThought Financial Partners
Florida
$560K -$1.1K -16 -0.2%
MCC
608
Malaga Cove Capital
California
$557K – – –
PWM
609
Perigon Wealth Management
California
$557K +$20.3K +294 +4%
BIM
610
Bridges Investment Management
Nebraska
$557K – – –
BHPW
611
Beverly Hills Private Wealth
California
$556K -$17.5K -253 -3%
OIS
612
OneAscent Investment Solutions
Alabama
$556K -$7.25K -105 -1%
ECM
613
ExodusPoint Capital Management
New York
$554K +$573K +8,304 New
CMI
614
Clare Market Investments
Texas
$554K +$573K +8,302 New
SRC
615
Sage Rhino Capital
California
$553K +$5.59K +81 +1%
IBOK
616
Independence Bank of Kentucky
Kentucky
$551K -$897 -13 -0.2%
RFG
617
Range Financial Group
Oregon
$550K -$47.1K -683 -8%
TPCW
618
TD Private Client Wealth
New York
$545K +$40.8K +591 +8%
DWA
619
Douglass Winthrop Advisors
New York
$545K -$15.3K -222 -3%
IAA
620
Independent Advisor Alliance
North Carolina
$545K +$7.94K +115 +1%
PAA
621
Peregrine Asset Advisers
Oregon
$544K – – –
CWM
622
Cordatus Wealth Management
Pennsylvania
$536K +$1.86K +27 +0.3%
PWP
623
Principle Wealth Partners
Connecticut
$535K – – –
DWM
624
DecisionMap Wealth Management
Virginia
$533K -$828 -12 -0.1%
KCM
625
Kathmere Capital Management
Pennsylvania
$532K +$123K +1,781 +29%
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