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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
676
Keudell/Morrison Wealth Management
Oregon
$405K -$84.2K -1,561 -17%
BSW
677
Buckingham Strategic Wealth
Missouri
$405K +$24.9K +461 +7%
CP
678
Covenant Partners
Tennessee
$403K – – –
SC
679
Syon Capital
California
$400K -$895K -16,580 -69%
HAIM
680
Hunter Associates Investment Management
Pennsylvania
$399K – – –
CT
681
Caldwell Trust
Florida
$397K -$38.9K -721 -9%
WA
682
WealthTrust Axiom
Pennsylvania
$395K +$21.7K +403 +6%
PWP
683
Phillips Wealth Planners
Mississippi
$395K -$338K -6,263 -46%
CIA
684
Cladis Investment Advisory
Montana
$388K +$134K +2,477 +53%
PWM
685
Perigon Wealth Management
California
$387K -$39.2K -726 -9%
SCP
686
Sivia Capital Partners
California
$387K +$383K +7,101 New
AI
687
Atom Investors
Texas
$386K +$382K +7,078 New
OIA
688
OneDigital Investment Advisors
Kansas
$383K +$379K +7,028 New
CIA
689
Cohen Investment Advisors
New Hampshire
$379K -$27.6K -512 -7%
FCH
690
Freestone Capital Holdings
Washington
$379K -$17.7K -328 -5%
PI
691
PFG Investments
New York
$375K +$8.31K +154 +2%
PSP
692
Principal Street Partners
Tennessee
$371K -$367K -6,809 -50%
SC
693
SouthState Corp
Florida
$371K – – –
PP
694
PDS Planning
Ohio
$370K -$58.6K -1,086 -14%
CSIC
695
Clifford Swan Investment Counsel
California
$370K -$3.02K -56 -0.8%
RP
696
Riverwater Partners
Wisconsin
$370K – – –
GL
697
Graypoint LLC
New York
$370K -$26.9K -498 -7%
DWM
698
Drive Wealth Management
Utah
$368K -$110K -2,039 -23%
AC
699
Abbrea Capital
California
$364K -$24K -444 -6%
SC
700
Searle & Co
Connecticut
$364K +$24K +445 +7%
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