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Unilever

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
876
Great Diamond Partners
Maine
$250K -$8.26K -128 -3%
BC
877
Broadwater Capital
Massachusetts
$247K – – –
NWWA
878
New Wave Wealth Advisors
Arkansas
$246K -$127K -1,965 -35%
LOPW
879
Live Oak Private Wealth
North Carolina
$245K – – –
APW
880
Aurora Private Wealth
New Jersey
$245K -$5.61K -87 -2%
AG
881
AmeriFlex Group
Nevada
$244K +$57.5K +892 +32%
SC
882
Sepio Capital
Utah
$244K – – –
CA
883
Capital Advantage
California
$242K – – –
CAM
884
Carret Asset Management
New York
$241K – – –
CA
885
Claris Advisors
Missouri
$241K – – –
RWP
886
RWA Wealth Partners
Massachusetts
$240K +$231K +3,576 New
CCA
887
Cottonwood Capital Advisors
Utah
$239K +$16.7K +259 +8%
BHIA
888
Birch Hill Investment Advisors
Massachusetts
$238K -$116K -1,795 -34%
SRL
889
Scientech Research LLC
New Jersey
$238K +$229K +3,552 New
FG
890
Fiduciary Group
Georgia
$238K -$8K -124 -3%
WA
891
Wealthstream Advisors
New York
$238K -$6.64K -103 -3%
CS
892
Cannell & Spears
New York
$237K – – –
MHR
893
Matthew Hamilton Rosenberg
$237K +$38.7K +600 +20%
TWM
894
Tradition Wealth Management
Minnesota
$236K – – –
RLH
895
RD Lewis Holdings
Florida
$234K -$14.1K -218 -6%
OPWM
896
Oregon Pacific Wealth Management
Oregon
$233K -$189K -2,923 -46%
CWM
897
Cornerstone Wealth Management
Missouri
$233K +$224K +3,473 New
AFM
898
Armstrong Fleming & Moore
District of Columbia
$232K +$223K +3,458 New
SMA
899
Sage Mountain Advisors
Georgia
$232K +$14.1K +218 +7%
SAM
900
S.A. Mason
Michigan
$231K – – –