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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
726
Angeles Investment Advisors
California
$276K +$288K +4,523 New
MFW
727
Meristem Family Wealth
Minnesota
$276K +$289K +4,532 New
CAM
728
Carret Asset Management
New York
$275K -$21.3K -335 -7%
MCA
729
Mercer Capital Advisers
New Jersey
$275K – – –
SCM
730
Salem Capital Management
Massachusetts
$273K – – –
WAS
731
Wealth Advisory Solutions
Indiana
$273K +$285K +4,469 New
LI
732
Lafayette Investments
Maryland
$272K – – –
SPC
733
Stewart & Patten Company
California
$271K -$17K -267 -6%
FNFDCM
734
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$271K – – –
BAM
735
Belpointe Asset Management
Nevada
$271K +$52.3K +820 +23%
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$270K +$33.1K +520 +13%
CGL
737
Clarius Group LLC
Washington
$269K -$120K -1,883 -30%
AC
738
Annandale Capital
Texas
$269K – – –
MLL
739
Moody Lynn & Lieberson
Massachusetts
$269K – – –
FNBOO
740
First National Bank of Omaha
Nebraska
$268K -$1.42M -22,268 -84%
RDWM
741
Red Door Wealth Management
Tennessee
$266K – – –
TC
742
Tacita Capital
Ontario, Canada
$266K – – –
EWA
743
EP Wealth Advisors
California
$265K -$31.7K -497 -10%
SA
744
SL Advisors
New Jersey
$263K – – –
BG
745
Bollard Group
Massachusetts
$263K +$2.1K +33 +0.8%
BOPW
746
Brandywine Oak Private Wealth
Pennsylvania
$262K -$2.29K -36 -0.8%
TIA
747
Tiemann Investment Advisors
California
$262K – – –
PWA
748
Physician Wealth Advisors
Utah
$262K +$319 +5 +0.1%
DS
749
DRW Securities
Illinois
$259K +$270K +4,243 New
FC
750
FCA Corp
Texas
$258K – – –
28 29
30
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