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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
801
J. Safra Asset Management
New York
$322K +$328K +4,673 New
NSAM
802
North Star Asset Management
Wisconsin
$321K +$328K +4,670 New
SMF
803
Scott Marsh Financial
Utah
$319K +$326K +4,639 New
MGCM
804
Mane Global Capital Management
New York
$316K -$134K -1,907 -29%
MSS
805
Mitchell Sinkler & Starr
Pennsylvania
$316K -$4.7K -67 -1%
CA
806
Claro Advisors
Massachusetts
$316K -$19.2K -273 -6%
BDA
807
Borer Denton & Associates
Pennsylvania
$315K – – –
APP
808
Avantax Planning Partners
Iowa
$315K -$2.6K -37 -0.8%
SF
809
Summit Financial
New Jersey
$314K +$29.1K +415 +10%
FCG
810
Fielder Capital Group
Tennessee
$314K -$49K -699 -13%
FBT
811
First Bankers Trust
Kentucky
$313K – – –
KAM
812
Knightsbridge Asset Management
California
$312K +$20.2K +288 +7%
WAG
813
Wallace Advisory Group
California
$311K -$13.3K -190 -4%
TW
814
Traveka Wealth
California
$310K +$40K +570 +15%
SIAP
815
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$307K -$43.6K -622 -12%
NCM
816
Northwest Capital Management
Oregon
$306K -$9.12K -130 -3%
BI
817
Bramshill Investments
Florida
$306K +$312K +4,444 New
PWPS
818
Pinnacle Wealth Planning Services
Ohio
$305K +$311K +4,438 New
LAM
819
Lummis Asset Management
Texas
$305K – – –
VF
820
Virtu Financial
New York
$305K -$831K -11,840 -73%
PTP
821
Platform Technology Partners
New York
$305K -$2.25K -32 -0.7%
MSFS
822
Main Street Financial Solutions
Pennsylvania
$305K +$33.7K +480 +12%
AWM
823
Absher Wealth Management
North Carolina
$303K -$16.1K -230 -5%
LPT
824
Legacy Private Trust
Wisconsin
$301K – – –
TC
825
Tacita Capital
Ontario, Canada
$300K – – –
31 32
33
34 35