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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
726
Bedel Financial Consulting
Indiana
$328K – – –
OBGC
727
O'Brien Greene & Co
Pennsylvania
$328K – – –
LOWM
728
Laurel Oak Wealth Management
New Jersey
$328K +$98.4K +1,468 +34%
BSTWA
729
Blake Schutter Theil Wealth Advisors
Ohio
$328K +$12.1K +180 +3%
UAG
730
United Advisor Group
Ohio
$328K +$7.98K +119 +2%
DAS
731
Diversify Advisory Services
Utah
$327K -$522K -7,795 -58%
TC
732
TownSquare Capital
Utah
$327K -$8.45K -126 -2%
HP
733
Haven Private
Florida
$326K -$161K -2,406 -30%
GW
734
Griffith & Werner
Georgia
$325K -$2.68K -40 -0.7%
SFS
735
Sowell Financial Services
Arkansas
$323K -$30.8K -460 -8%
PHIC
736
Pine Haven Investment Counsel
Massachusetts
$322K -$8.91K -133 -2%
BCM
737
Brookstone Capital Management
Illinois
$321K +$31.2K +465 +9%
RLH
738
RD Lewis Holdings
Florida
$320K +$5.43K +81 +1%
ST
739
Smithfield Trust
Pennsylvania
$320K -$268 -4 -0.1%
RDWM
740
Red Door Wealth Management
Tennessee
$319K -$670 -10 -0.2%
CGA
741
Crescent Grove Advisors
Illinois
$319K +$67 +1 +0%
BMCM
742
Bryn Mawr Capital Management
Pennsylvania
$318K +$9.65K +144 +3%
BWA
743
Basecamp Wealth Advisors
Washington
$317K -$10.5K -156 -3%
CT
744
Caldwell Trust
Florida
$316K -$3.75K -56 -1%
DLA
745
Douglas Lane & Associates
New York
$315K -$2.95K -44 -0.8%
SAI
746
Savvy Advisors Inc
New York
$315K +$81.8K +1,221 +28%
RDFA
747
Ritter Daniher Financial Advisory
Ohio
$311K -$44.4K -663 -11%
FRA
748
Frank Rimerman Advisors
California
$310K -$468K -6,989 -56%
OL
749
Optas LLC
Texas
$306K -$112K -1,675 -24%
MGIA
750
Moneta Group Investment Advisors
Missouri
$306K -$42.9K -640 -11%
28 29
30
31 32