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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
801
PDS Planning
Ohio
$228K +$15K +236 +7%
SAM
802
Security Asset Management
New York
$228K +$84.9K +1,333 +58%
MWM
803
Mission Wealth Management
California
$227K +$6.24K +98 +3%
KP
804
Keel Point
Alabama
$227K +$231K +3,620 New
YIH
805
Y-Intercept (HK)
Hong Kong
$226K +$229K +3,595 New
ACWM
806
Adams Chetwood Wealth Management
North Carolina
$224K – – –
HIA
807
Harbor Investment Advisory
Maryland
$224K – – –
WKWM
808
Walter & Keenan Wealth Management
Indiana
$223K -$10.3K -161 -4%
GWSG
809
GPS Wealth Strategies Group
Colorado
$223K -$3.95K -62 -2%
TNBTD
810
Trustmark National Bank Trust Department
Mississippi
$223K – – –
HCA
811
Horan Capital Advisors
Ohio
$220K -$6.24K -98 -3%
CCA
812
Column Capital Advisors
Indiana
$220K – – –
FG
813
Fiduciary Group
Georgia
$220K – – –
WA1
814
Wimmer Associates 1
California
$220K +$1.21K +19 +0.5%
FIM
815
Freedom Investment Management
Connecticut
$219K -$88K -1,382 -28%
ERIM
816
Eagle Ridge Investment Management
Connecticut
$219K -$10.8K -169 -5%
SS
817
Sunbelt Securities
Texas
$219K -$4.65K -73 -2%
LF
818
Lantz Financial
Illinois
$219K +$30.2K +474 +16%
SXL
819
Summit X LLC
Missouri
$218K -$365K -5,725 -62%
TC
820
Tacita Capital
Ontario, Canada
$218K -$111K -1,745 -33%
FFA
821
First Foundation Advisors
California
$218K -$99.3K -1,560 -31%
CCG
822
Chatham Capital Group
Georgia
$218K – – –
WB
823
WesBanco Bank
West Virginia
$217K +$220K +3,455 New
TFA
824
Tranquilli Financial Advisor
New Jersey
$216K +$14.5K +228 +7%
SYBT
825
Stock Yards Bank & Trust
Kentucky
$214K +$217K +3,403 New
31 32
33
34 35