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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
701
Intersect Capital
California
$354K -$56.6K -953 -14%
BRWM
702
B. Riley Wealth Management
Tennessee
$352K -$109K -1,827 -24%
CPA
703
Clear Perspective Advisors
Illinois
$350K -$23.8K -400 -6%
PBC
704
Pavion Blue Capital
California
$347K -$166K -2,794 -33%
MWM
705
Mission Wealth Management
California
$347K +$119K +2,002 +54%
BFO
706
Boston Family Office
Massachusetts
$346K – – –
MSR
707
Main Street Research
Connecticut
$346K +$6.36K +107 +2%
OBGC
708
O'Brien Greene & Co
Pennsylvania
$344K +$8.14K +137 +2%
FTA
709
Financial & Tax Architects
Missouri
$343K +$28.1K +473 +9%
PA
710
Probity Advisors
Texas
$343K -$52.8K -888 -14%
LSA
711
Lion Street Advisors
Texas
$343K +$15.9K +268 +5%
W
712
Wealthsimple
Ontario, Canada
$342K +$335K +5,644 New
CCA
713
Cottonwood Capital Advisors
Utah
$341K +$335K +5,634 New
FMB
714
Field & Main Bank
Kentucky
$340K -$15.8K -266 -5%
ST
715
Sabal Trust
Florida
$340K +$4.57K +77 +1%
TIA
716
Traphagen Investment Advisors
New Jersey
$340K +$1.66K +28 +0.5%
OWM
717
OneAscent Wealth Management
Alabama
$339K +$332K +5,597 New
HFAS
718
Hummer Financial Advisory Services
Illinois
$336K -$77K -1,297 -19%
BHC
719
Bowen Hanes & Co
Florida
$336K – – –
PTP
720
Platform Technology Partners
New York
$336K +$1.66K +28 +0.5%
BFIM
721
Beese Fulmer Investment Management
Ohio
$334K -$3.17M -53,414 -91%
MSS
722
Mitchell Sinkler & Starr
Pennsylvania
$334K +$29K +489 +10%
AWC
723
Abundance Wealth Counselors
Pennsylvania
$334K +$328K +5,522 New
WH
724
Willner & Heller
California
$327K +$319K +5,364 New
SF
725
Symphony Financial
Texas
$325K -$19.7K -331 -6%
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29
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