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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
776
Keeley-Teton Advisors
Illinois
$251K – – –
EI
777
Ellevest Inc
New York
$250K +$97.8K +1,536 +63%
CWS
778
Cypress Wealth Services
California
$248K +$34.1K +535 +16%
WSTAM
779
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$37.8K -593 -13%
LNC
780
Lincoln National Corp
Pennsylvania
$247K +$1.27K +20 +0.5%
CAM
781
Columbia Asset Management
Michigan
$247K +$4.27K +67 +2%
AIM
782
Alhambra Investment Management
Florida
$246K +$249K +3,911 New
ST
783
Spinnaker Trust
Maine
$245K -$108K -1,691 -30%
OWM
784
OneAscent Wealth Management
Alabama
$245K +$37.8K +593 +18%
RDWM
785
Red Door Wealth Management
Tennessee
$243K – – –
LTI
786
Laffer Tengler Investments
Tennessee
$242K +$246K +3,855 New
BCA
787
Berman Capital Advisors
Georgia
$242K -$64.1K -1,006 -21%
HFG
788
Heron Financial Group
New York
$239K – – –
MGWM
789
Marks Group Wealth Management
Minnesota
$234K -$30.5K -479 -11%
HCA
790
Harbour Capital Advisors
Virginia
$233K +$236K +3,711 New
APC
791
Aspire Private Capital
North Carolina
$232K -$117K -1,840 -33%
SCM
792
Spreng Capital Management
Ohio
$232K -$3.82K -60 -2%
AWM
793
Aries Wealth Management
Maine
$229K – – –
NAM
794
NorthCoast Asset Management
Connecticut
$229K +$29.2K +459 +14%
RWB
795
RMR Wealth Builders
New Jersey
$229K +$45.9K +721 +25%
SC
796
Sepio Capital
Utah
$229K +$232K +3,641 New
BAM
797
Belpointe Asset Management
Nevada
$228K -$55.6K -873 -19%
SWP
798
Stratos Wealth Partners
Ohio
$228K -$50.4K -792 -18%
BOM
799
Bank of Marin
California
$228K – – –
KFC
800
Klingenstein Fields & Co
New York
$228K – – –
30 31
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