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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
701
Lincoln National Corp
Pennsylvania
$355K +$7.53K +136 +2%
BCG
702
Breakwater Capital Group
New Jersey
$355K +$24.6K +444 +8%
LFAS
703
Level Four Advisory Services
Texas
$354K +$9.7K +175 +3%
KMWM
704
Keudell/Morrison Wealth Management
Oregon
$354K -$63.5K -1,147 -15%
VPI
705
Value Partners Investments
Manitoba, Canada
$354K +$37.3K +674 +12%
GL
706
Graypoint LLC
New York
$353K -$28.7K -518 -8%
CCM
707
Causeway Capital Management
California
$352K -$14.1M -254,851 -98%
FC
708
FCA Corp
Texas
$351K – – –
FFWA
709
FRG Family Wealth Advisors
Washington
$349K -$19.7K -355 -6%
WIC
710
Woodmont Investment Counsel
Tennessee
$344K -$1.94K -35 -0.6%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$341K +$41.2K +744 +14%
CT
712
Caldwell Trust
Florida
$341K -$68.3K -1,232 -17%
CGA
713
Crescent Grove Advisors
Illinois
$340K +$166 +3 +0%
AGC
714
Aspen Grove Capital
Colorado
$340K -$776 -14 -0.2%
CFB
715
Cullen/Frost Bankers
Texas
$339K -$19.4K -351 -6%
SGI
716
Summit Global Investments
Utah
$338K +$331K +5,980 New
AWM
717
Aries Wealth Management
Maine
$338K +$9.81K +177 +3%
MKA
718
M. Kulyk & Associates
Georgia
$338K -$2.55M -46,029 -89%
CWG
719
Cornerstone Wealth Group
North Carolina
$337K +$331K +5,975 New
APP
720
Avantax Planning Partners
Iowa
$334K +$328K +5,918 New
RCAG
721
Rehmann Capital Advisory Group
Michigan
$333K -$8.48K -153 -3%
MWM
722
Mission Wealth Management
California
$333K +$55.4K +1,000 +20%
IAA
723
Independent Advisor Alliance
North Carolina
$333K +$4.71K +85 +1%
TT
724
TI-Trust
Illinois
$333K +$326K +5,889 New
AUB
725
Atlantic Union Bankshares
Virginia
$332K – – –
27 28
29
30 31