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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
776
Franklin Street Advisors
North Carolina
$256K – – –
HFG
777
Heron Financial Group
New York
$256K +$258K +3,809 New
SCM
778
Spreng Capital Management
Ohio
$254K -$6.04K -89 -2%
WKWM
779
Walter & Keenan Wealth Management
Indiana
$252K -$107K -1,581 -30%
OWA
780
One Wealth Advisors
California
$252K +$15.9K +234 +7%
ERIM
781
Eagle Ridge Investment Management
Connecticut
$248K – – –
BOM
782
Bank of Marin
California
$247K – – –
GC
783
Grimes & Company
Massachusetts
$247K +$246K +3,629 New
BL
784
Balentine LLC
Georgia
$247K +$246K +3,631 New
PIM
785
Perpetual Investment Management
Australia
$246K +$244K +3,594 New
GWSG
786
GPS Wealth Strategies Group
Colorado
$246K +$246K +3,621 New
KFC
787
Klingenstein Fields & Co
New York
$246K +$246K +3,627 New
RCA
788
Ranch Capital Advisors
Florida
$245K +$6.38K +94 +3%
AWM
789
Aries Wealth Management
Maine
$245K +$244K +3,591 New
LRPA
790
L. Roy Papp & Associates
Arizona
$245K +$245K +3,615 New
HCA
791
Horan Capital Advisors
Ohio
$244K +$244K +3,600 New
HIA
792
Harbor Investment Advisory
Maryland
$243K +$69.3K +1,022 +40%
EWM
793
EPG Wealth Management
Georgia
$243K +$243K +3,581 New
ACWM
794
Adams Chetwood Wealth Management
North Carolina
$242K – – –
SS
795
Sunbelt Securities
Texas
$242K +$242K +3,563 New
TNBTD
796
Trustmark National Bank Trust Department
Mississippi
$241K – – –
QT
797
Quantamental Technologies
New York
$241K +$241K +3,552 New
PWP
798
Private Wealth Partners
California
$241K +$241K +3,556 New
HS
799
Haafor (Singapore)
Singapore
$240K +$240K +3,539 New
MWM
800
Mission Wealth Management
California
$239K +$239K +3,522 New
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