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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Sugarloaf Wealth Management
Georgia
$37K – – –
JWM
902
Janiczek Wealth Management
Colorado
$36K +$38.1K +684 +5,700%
CA
903
Clearstead Advisors
Ohio
$35K +$10.4K +187 +38%
AAP
904
Arax Advisory Partners
Colorado
$34K -$41K -736 -53%
PB
905
Pinnacle Bancorp
Nebraska
$34K +$14K +252 +61%
TWM
906
Tradition Wealth Management
Minnesota
$34K +$37.1K +667 New
WPWM
907
Western Pacific Wealth Management
Illinois
$33K – – –
JIR
908
James Investment Research
Ohio
$31K – – –
C
909
Covestor
United Kingdom
$30K +$22.2K +398 +204%
AWA
910
Aaron Wealth Advisors
Illinois
$30K +$32.6K +585 New
FP
911
Financial Perspectives
Minnesota
$28.9K – – –
TIM
912
Tortoise Investment Management
New York
$27K – – –
CTB
913
Country Trust Bank
Illinois
$26K – – –
LPP
914
Life Planning Partners
Florida
$25K – – –
PMFA
915
Plante Moran Financial Advisors
Michigan
$24K -$8.24K -148 -24%
CA
916
Centerpoint Advisors
Massachusetts
$23K -$668 -12 -3%
IFA
917
Interactive Financial Advisors
Illinois
$23K – – –
FWM
918
Focused Wealth Management
New York
$23K +$223 +4 +0.9%
MCM
919
Manchester Capital Management
Vermont
$23K +$779 +14 +3%
AWM
920
Atticus Wealth Management
Florida
$23K +$1.73K +31 +8%
EIP
921
Ellis Investment Partners
Pennsylvania
$22K -$278 -5 -1%
MRCM
922
M&R Capital Management
New Jersey
$22K – – –
POIA
923
Pin Oak Investment Advisors
Texas
$22K – – –
RBC
924
Roble Belko & Company
Pennsylvania
$22K – – –
RIM
925
Rockbridge Investment Management
New York
$21.2K -$150K -2,695 -87%
35 36
37
38 39