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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
826
SFMG Wealth Advisors
Texas
$210K – – –
BHWM
827
Bar Harbor Wealth Management
New Hampshire
$210K +$207K +4,067 New
MWA
828
Meridian Wealth Advisors
Texas
$209K -$246K -4,839 -54%
RWB
829
RMR Wealth Builders
New Jersey
$209K – – –
SC
830
Savant Capital
Illinois
$209K +$206K +4,051 New
SAM
831
S.A. Mason
Michigan
$206K -$31.1K -610 -13%
NQWM
832
Northwest Quadrant Wealth Management
Oregon
$206K -$19.9K -390 -9%
BWM
833
BigSur Wealth Management
Florida
$206K – – –
KTA
834
Keeley-Teton Advisors
Illinois
$206K – – –
DAS
835
Dynamic Advisor Solutions
Arizona
$206K +$203K +3,993 New
MIP
836
Mondrian Investment Partners
United Kingdom
$205K – – –
RTC
837
Riverview Trust Company
Washington
$205K – – –
FAG
838
Fortitude Advisory Group
Washington
$205K +$662 +13 +0.3%
MHR
839
Matthew Hamilton Rosenberg
$204K -$2.44K -48 -1%
FW
840
FirstPurpose Wealth
Utah
$204K +$202K +3,957 New
CCA
841
Cottonwood Capital Advisors
Utah
$204K +$202K +3,960 New
HWA
842
Heritage Wealth Advisors
Virginia
$203K -$5.2K -102 -3%
PFPT
843
Pinnacle Financial Partners (Tennessee)
Tennessee
$203K +$201K +3,944 New
AIM
844
Alhambra Investment Management
Florida
$202K – – –
NDSI
845
Newman Dignan & Sheerar Inc
Rhode Island
$202K – – –
RIA
846
Regal Investment Advisors
Michigan
$202K +$200K +3,924 New
TFA
847
Tranquilli Financial Advisor
New Jersey
$201K +$198K +3,892 New
RPCONE
848
Retirement Planning Company of New England
Rhode Island
$200K -$9.12K -179 -4%
GC
849
Gratus Capital
Georgia
$200K +$198K +3,881 New
LC
850
Lindbrook Capital
California
$196K -$13.3K -262 -6%
32 33
34
35 36