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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
851
Independent Financial Group
California
$234K +$10.6K +186 +5%
BWM
852
BigSur Wealth Management
Florida
$234K – – –
KTA
853
Keeley-Teton Advisors
Illinois
$234K – – –
NDSI
854
Newman Dignan & Sheerar Inc
Rhode Island
$234K – – –
PIP
855
Peachtree Investment Partners
Florida
$234K -$228K -4,012 -50%
SAM
856
S.A. Mason
Michigan
$233K – – –
CCA
857
Cobblestone Capital Advisors
New York
$233K -$3.58K -63 -2%
AWA
858
Aaron Wealth Advisors
Illinois
$233K +$226K +3,980 New
RTC
859
Riverview Trust Company
Washington
$232K – – –
SFG
860
Sather Financial Group
Texas
$231K -$3.41K -60 -1%
APWM
861
Argonautica Private Wealth Management
Massachusetts
$231K -$30.7K -541 -12%
SC
862
Sepio Capital
Utah
$231K -$13.2K -232 -6%
MGWM
863
Marks Group Wealth Management
Minnesota
$231K +$224K +3,947 New
RWB
864
RMR Wealth Builders
New Jersey
$230K – – –
BGC
865
Beutel, Goodman & Co
Ontario, Canada
$230K -$9.6K -169 -4%
AIM
866
Alhambra Investment Management
Florida
$228K – – –
FSA
867
Fort Sheridan Advisors
Illinois
$228K +$222K +3,910 New
CCM
868
Coldstream Capital Management
Washington
$226K +$6.53K +115 +3%
GIA
869
Gladstone Institutional Advisory
Florida
$225K -$24.4K -430 -10%
CHAM
870
Clear Harbor Asset Management
Connecticut
$223K +$217K +3,824 New
PNC
871
Park National Corp
Ohio
$223K +$217K +3,812 New
GFL
872
Granite FO LLC
New Hampshire
$222K -$455 -8 -0.2%
CCA
873
Cottonwood Capital Advisors
Utah
$221K -$2.22K -39 -1%
FFM
874
Forum Financial Management
Illinois
$221K -$364K -6,403 -63%
NL
875
NWAM LLC
Washington
$221K -$6.82K -120 -3%
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35
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