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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
801
Horan Capital Advisors
Ohio
$230K – – –
BCA
802
Berman Capital Advisors
Georgia
$229K -$24.8K -373 -10%
LNC
803
Lincoln National Corp
Pennsylvania
$227K -$31.9K -480 -12%
HCA
804
Harbour Capital Advisors
Virginia
$224K -$20.4K -307 -8%
MWM
805
Mission Wealth Management
California
$224K -$14.3K -215 -6%
TFA
806
Tranquilli Financial Advisor
New Jersey
$224K -$3.13K -47 -1%
BOM
807
Bank of Marin
California
$223K -$16K -241 -7%
CWP
808
Concord Wealth Partners
Virginia
$223K – – –
WA1
809
Wimmer Associates 1
California
$222K -$8.58K -129 -4%
PIA
810
Powell Investment Advisors
Florida
$222K – – –
SCA
811
Stonebridge Capital Advisors
Minnesota
$221K – – –
AIC
812
Ameritas Investment Company
Nebraska
$221K +$19.8K +298 +23%
HW
813
Hancock Whitney
Mississippi
$220K +$222K +3,342 New
BCA
814
Bay Colony Advisors
Massachusetts
$219K – – –
SXL
815
Summit X LLC
Missouri
$218K -$8.71K -131 -4%
WWM
816
Western Wealth Management
Colorado
$218K +$220K +3,307 New
RWB
817
RMR Wealth Builders
New Jersey
$216K -$24.2K -364 -10%
CWA
818
Canvas Wealth Advisors
Kansas
$216K – – –
CBFP
819
Cedar Brook Financial Partners
Ohio
$216K +$218K +3,278 New
XT
820
XTX Topco
Cayman Islands
$215K -$61K -917 -22%
FG
821
Fiduciary Group
Georgia
$215K – – –
CWS
822
Cypress Wealth Services
California
$214K -$47.1K -709 -18%
WP
823
WealthSource Partners
California
$214K +$217K +3,257 New
MIP
824
Mondrian Investment Partners
United Kingdom
$213K -$44.1K -663 -17%
KP
825
Keel Point
Alabama
$212K -$26.6K -400 -11%
31 32
33
34 35