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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
701
9258 Wealth Management
Ohio
$335K -$35.6K -535 -10%
GIA
702
GHP Investment Advisors
Colorado
$333K – – –
FA
703
FMA Advisory
Pennsylvania
$333K +$266 +4 +0.1%
RB
704
Renasant Bank
Mississippi
$332K +$49.3K +742 +17%
MA
705
Montag & Associates
Georgia
$331K -$177K -2,667 -35%
MSS
706
Mitchell Sinkler & Starr
Pennsylvania
$331K -$23.7K -356 -7%
CCM
707
Canal Capital Management
Virginia
$330K +$1.79K +27 +0.5%
FFG
708
Frisch Financial Group
New York
$328K -$3.79K -57 -1%
P
709
Palladiem
Pennsylvania
$328K – – –
PT
710
Plimoth Trust
Massachusetts
$328K – – –
RG
711
Rathbones Group
United Kingdom
$325K -$72.1K -1,084 -18%
SI
712
Scout Investments
Missouri
$325K +$328K +4,940 New
MMPW
713
Mitchell McLeod Pugh & Williams
Alabama
$322K – – –
GRP
714
Global Retirement Partners
California
$322K +$185K +2,778 +132%
LA
715
Latitude Advisors
Florida
$320K +$5.52K +83 +2%
PP
716
Paloma Partners
Connecticut
$320K +$324K +4,867 New
CAM
717
Carret Asset Management
New York
$319K – – –
SWP
718
Stratos Wealth Partners
Ohio
$319K +$80.1K +1,204 +33%
EWA
719
EP Wealth Advisors
California
$318K +$102K +1,535 +46%
SHWM
720
Smith & Howard Wealth Management
Georgia
$316K – – –
LPT
721
Legacy Private Trust
Wisconsin
$314K – – –
LC
722
Lincoln Capital
Nebraska
$313K – – –
FCA
723
FinTrust Capital Advisors
South Carolina
$312K -$2.53K -38 -0.8%
BL
724
Balentine LLC
Georgia
$312K +$315K +4,733 New
KTM
725
Keeler Thomas Management
Utah
$310K -$1.73K -26 -0.5%
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