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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
701
Freedom Investment Management
Connecticut
$331K +$16.8K +248 +5%
BCA
702
Berman Capital Advisors
Georgia
$330K +$312K +4,596 +1,665%
LC
703
Lincoln Capital
Nebraska
$329K -$570K -8,402 -63%
CAM
704
Carret Asset Management
New York
$329K +$123K +1,811 +60%
CGL
705
Clarius Group LLC
Washington
$327K +$327K +4,822 New
SHWM
706
Smith & Howard Wealth Management
Georgia
$326K – – –
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$324K +$323K +4,765 New
EP
708
Eudaimonia Partners
Tennessee
$323K +$10.1K +149 +3%
PT
709
Plimoth Trust
Massachusetts
$321K +$74.8K +1,102 +30%
CCM
710
Compton Capital Management
Rhode Island
$320K +$320K +4,711 New
CCM
711
Canal Capital Management
Virginia
$319K +$1.63K +24 +0.5%
AWM
712
Absher Wealth Management
North Carolina
$319K +$25.4K +374 +9%
WT
713
Washington Trust
Rhode Island
$318K +$106K +1,564 +50%
HPC
714
Hobart Private Capital
North Carolina
$315K -$127K -1,865 -29%
EIP
715
Epoch Investment Partners
New York
$314K -$18.5K -272 -6%
WSC
716
Wellington Shields & Co
New York
$314K +$314K +4,622 New
FA
717
FMA Advisory
Pennsylvania
$312K +$75.7K +1,116 +32%
MFA
718
Mayflower Financial Advisors
Massachusetts
$312K +$312K +4,592 New
SBSB
719
Sullivan, Bruyette, Speros & Blaney
Virginia
$311K +$311K +4,586 New
WSTAM
720
Wilbanks Smith & Thomas Asset Management
Virginia
$308K +$307K +4,532 New
CL
721
Choreo LLC
Illinois
$307K – – –
BAM
722
Belpointe Asset Management
Nevada
$306K +$121K +1,778 +65%
PCG
723
Private Capital Group
Connecticut
$306K +$163K +2,404 +114%
HT
724
Heritage Trust
Oklahoma
$305K +$306K +4,504 New
SCM
725
Salem Capital Management
Massachusetts
$304K – – –
27 28
29
30 31