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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
751
Newman Dignan & Sheerar Inc
Rhode Island
$282K +$282K +4,160 New
SWM
752
Salvus Wealth Management
New Jersey
$281K +$280K +4,129 New
QI
753
Qtron Investments
Massachusetts
$280K +$279K +4,117 New
SAM
754
S.A. Mason
Michigan
$280K +$280K +4,129 New
WANY
755
Wealthspire Advisors (New York)
New York
$279K +$31.4K +463 +13%
SSCA
756
South Shore Capital Advisors
Massachusetts
$279K +$280K +4,120 New
MHR
757
Matthew Hamilton Rosenberg
$278K – – –
TCM
758
Telos Capital Management
California
$277K -$36.8K -542 -12%
HB
759
Homrich & Berg
Georgia
$277K +$6.79K +100 +3%
LC
760
Lindbrook Capital
California
$277K +$179K +2,645 +184%
ECM
761
Evergreen Capital Management
Washington
$275K +$275K +4,052 New
CAM
762
CenterStar Asset Management
Illinois
$274K – – –
PWA
763
Physician Wealth Advisors
Utah
$274K +$4.55K +67 +2%
CWM
764
Centric Wealth Management
Illinois
$274K +$274K +4,032 New
MCIA
765
Mountain Capital Investment Advisors
Colorado
$272K +$39.7K +585 +17%
ER
766
Enlightenment Research
Florida
$272K +$271K +4,000 New
KTA
767
Keeley-Teton Advisors
Illinois
$272K +$271K +4,000 New
GC
768
Gratus Capital
Georgia
$271K +$74K +1,090 +38%
FCA
769
FinTrust Capital Advisors
South Carolina
$267K -$4.14K -61 -2%
LNC
770
Lincoln National Corp
Pennsylvania
$266K +$265K +3,913 New
GAM
771
Garrison Asset Management
Arkansas
$264K +$264K +3,892 New
RDWM
772
Red Door Wealth Management
Tennessee
$263K – – –
SM
773
SG3 Management
Puerto Rico
$263K +$262K +3,867 New
CAM
774
Columbia Asset Management
Michigan
$262K – – –
HAG
775
HighPoint Advisor Group
Illinois
$258K +$286K +4,209 New
29 30
31
32 33