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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
726
Court Place Advisors
Maryland
$424K -$43.6K -622 -9%
DLA
727
Douglas Lane & Associates
New York
$423K – – –
MG
728
Mather Group
Illinois
$423K -$12.8K -182 -3%
PA
729
PFG Advisors
Arizona
$422K +$430K +6,126 New
CIC
730
Carnegie Investment Counsel
Ohio
$419K -$2.53K -36 -0.6%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$418K +$13.9K +198 +3%
SCM
732
Shelton Capital Management
Colorado
$417K -$952K -13,570 -69%
TSWM
733
Tyler-Stone Wealth Management
Ohio
$416K +$68.6K +978 +19%
1WM
734
1900 Wealth Management
Texas
$416K +$7.58K +108 +2%
BFS
735
BridgePort Financial Solutions
Iowa
$414K -$3.65K -52 -0.9%
GM
736
GeoWealth Management
Illinois
$413K +$24.6K +350 +6%
SWP
737
Stratos Wealth Partners
Ohio
$411K -$23.4K -333 -5%
FPL
738
Fortress Private Ledger
North Carolina
$408K +$116K +1,657 +39%
OBGC
739
O'Brien Greene & Co
Pennsylvania
$407K – – –
TT
740
TI-Trust
Illinois
$405K – – –
CWG
741
Cornerstone Wealth Group
North Carolina
$403K +$13.5K +193 +3%
DT
742
Diversified Trust
Tennessee
$402K +$29.3K +417 +8%
BC
743
Bridgefront Capital
Texas
$402K +$410K +5,841 New
PC
744
Port Capital
Illinois
$398K – – –
BFC
745
Bedel Financial Consulting
Indiana
$397K – – –
CTC
746
Cetera Trust Company
Minnesota
$396K +$15.6K +222 +4%
GPWM
747
Grant Private Wealth Management
California
$396K +$404K +5,754 New
OWA
748
Octavia Wealth Advisors
Ohio
$394K -$91K -1,297 -18%
FIA
749
Foundations Investment Advisors
Arizona
$391K +$14.9K +213 +4%
RDWM
750
Red Door Wealth Management
Tennessee
$391K -$23.2K -330 -5%
28 29
30
31 32