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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
751
Boston Financial Management
Massachusetts
$309K – – –
PTP
752
Platform Technology Partners
New York
$309K – – –
BCG
753
Breakwater Capital Group
New Jersey
$308K +$18.8K +349 +6%
FPWM
754
FSB Premier Wealth Management
Iowa
$307K +$74.1K +1,374 +32%
VPI
755
Value Partners Investments
Manitoba, Canada
$306K +$24.3K +450 +9%
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$305K -$14.4K -267 -5%
BIAS
757
Beacon Investment Advisory Services
New Jersey
$305K +$6.96K +129 +2%
ECG
758
Edge Capital Group
Georgia
$304K -$236K -4,379 -44%
MNBTD
759
Moody National Bank Trust Division
Texas
$304K +$23.3K +432 +8%
BGC
760
Beutel, Goodman & Co
Ontario, Canada
$304K +$88.7K +1,644 +42%
HFAS
761
Hummer Financial Advisory Services
Illinois
$303K – – –
CIC
762
Chase Investment Counsel
Virginia
$302K -$23.7K -440 -7%
JCM
763
Jacobi Capital Management
Pennsylvania
$301K -$34.7K -644 -10%
BHIA
764
Birch Hill Investment Advisors
Massachusetts
$301K – – –
APWM
765
Argonautica Private Wealth Management
Massachusetts
$300K +$3.88K +72 +1%
FG
766
Fiduciary Group
Georgia
$300K -$186K -3,441 -39%
SAG
767
SageView Advisory Group
California
$299K +$47.9K +888 +20%
HTHT
768
Hemenway Trust Hemenway Trust
New Hampshire
$299K -$881K -16,335 -75%
BRIA
769
Balanced Rock Investment Advisors
Massachusetts
$298K +$295K +5,468 New
SWA
770
Stratos Wealth Advisors
Ohio
$297K -$19.5K -361 -6%
PHIC
771
Pine Haven Investment Counsel
Massachusetts
$297K +$10.4K +192 +4%
DS
772
DRW Securities
Illinois
$297K +$64.7K +1,200 +28%
TCA
773
Transcend Capital Advisors
New Jersey
$296K -$147K -2,723 -33%
WKSWA
774
White Knight Strategic Wealth Advisors
New Jersey
$296K +$293K +5,427 New
AA
775
Addison Advisors
Vermont
$292K +$3.88K +72 +1%
29 30
31
32 33