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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
751
Boston Family Office
Massachusetts
$248K -$49.4K -888 -16%
TSWM
752
Triangle Securities Wealth Management
North Carolina
$247K -$105K -1,883 -28%
SRC
753
Sage Rhino Capital
California
$247K -$71.8K -1,290 -21%
PFBT
754
Parkside Financial Bank & Trust
Missouri
$247K +$27.9K +502 +12%
SHWM
755
Smith & Howard Wealth Management
Georgia
$246K – – –
WA
756
Wealth Alliance
New York
$245K -$876K -15,743 -77%
IAN
757
Integrated Advisors Network
Texas
$245K -$21.4K -385 -7%
CL
758
Choreo LLC
Illinois
$245K – – –
ABLA
759
Alan B. Lancz & Associates
Ohio
$244K +$14.9K +267 +6%
OWA
760
One Wealth Advisors
California
$244K +$42.9K +771 +19%
FMB
761
Field & Main Bank
Kentucky
$241K -$50.5K -907 -16%
JIP
762
Jaffetilchin Investment Partners
Florida
$241K +$264K +4,739 New
PT
763
Plimoth Trust
Massachusetts
$240K -$11.9K -213 -4%
BO
764
BRR OpCo
Ohio
$239K +$32.6K +585 +14%
AF
765
Advisornet Financial
Minnesota
$237K +$5.84K +105 +2%
SAM
766
S.A. Mason
Michigan
$236K -$12.4K -223 -5%
KMWM
767
Keudell/Morrison Wealth Management
Oregon
$232K -$384K -6,903 -60%
SCM
768
Salem Capital Management
Massachusetts
$230K – – –
NQWM
769
Northwest Quadrant Wealth Management
Oregon
$229K -$21K -378 -8%
BWP
770
Baldwin Wealth Partners
Massachusetts
$229K -$4.01K -72 -2%
LI
771
Lafayette Investments
Maryland
$229K – – –
HCM
772
Hall Capital Management
Rhode Island
$228K -$6.46K -116 -3%
FNFDCM
773
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$228K – – –
HIA
774
Harbor Investment Advisory
Maryland
$228K +$22.3K +400 +10%
IWM
775
IHT Wealth Management
Illinois
$227K +$1K +18 +0.4%
29 30
31
32 33