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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
726
Prospera Financial Services
Texas
$269K +$34.2K +615 +13%
FOA
727
Five Oceans Advisors
California
$268K +$77.8K +1,397 +36%
TIA
728
Traphagen Investment Advisors
New Jersey
$268K -$21.8K -392 -7%
DFA
729
Delta Financial Advisors
Louisiana
$267K +$60.8K +1,092 +27%
IFG
730
Independent Financial Group
California
$265K +$288K +5,177 New
BHIA
731
Birch Hill Investment Advisors
Massachusetts
$265K -$51.4K -924 -15%
LC
732
Lincoln Capital
Nebraska
$264K +$27.7K +498 +11%
CCP
733
Corient Capital Partners
California
$261K -$201K -3,617 -42%
SAMT
734
Select Asset Management & Trust
Pennsylvania
$260K – – –
EVM
735
Evelyn V. Moreno
$260K +$282K +5,068 New
HBW
736
Hazlett, Burt & Watson
West Virginia
$259K +$281K +5,042 New
HSA
737
HBK Sorce Advisory
Pennsylvania
$258K -$1.11M -19,897 -80%
CWM
738
Circle Wealth Management
New Jersey
$258K – – –
FFG
739
Frisch Financial Group
New York
$258K +$3.01K +54 +1%
MWM
740
Mission Wealth Management
California
$257K -$40.7K -731 -13%
MA
741
Montag & Associates
Georgia
$257K – – –
P
742
Palladiem
Pennsylvania
$255K – – –
9WM
743
9258 Wealth Management
Ohio
$255K +$7.85K +141 +3%
GWM
744
Graybill Wealth Management
Illinois
$252K -$4.24M -76,185 -94%
TIAM2
745
Tru Independence Asset Management 2
Oregon
$251K -$3.28K -59 -1%
AB
746
Atlas Brown
Kentucky
$251K -$501 -9 -0.2%
AP
747
Americana Partners
Texas
$250K -$118K -2,127 -30%
EWM
748
EPG Wealth Management
Georgia
$250K -$13.6K -244 -5%
PWPS
749
Pinnacle Wealth Planning Services
Ohio
$249K -$320K -5,757 -54%
PHIC
750
Pine Haven Investment Counsel
Massachusetts
$249K +$27.7K +498 +11%
28 29
30
31 32