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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1001
Phoenix Wealth Advisors
North Carolina
$7K +$7.39K +116 New
TF
1002
Tompkins Financial
New York
$6K -$2.87K -45 -34%
HWM
1003
HighMark Wealth Management
Minnesota
$6K -$1.02K -16 -14%
AWM
1004
AllSquare Wealth Management
New York
$6K – – –
FFC
1005
First Financial Corp
Indiana
$6K – – –
LFG
1006
Larson Financial Group
Missouri
$6K – – –
MWA
1007
Moser Wealth Advisors
Washington
$6K – – –
TFS
1008
TrustCore Financial Services
Tennessee
$6K – – –
TVWM
1009
Tower View Wealth Management
Wisconsin
$6K +$64 +1 +1%
WWMSC
1010
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$5.67K +89 New
KFP
1011
KB Financial Partners
New Jersey
$6K +$6.11K +96 New
MWP
1012
Meridian Wealth Partners
Pennsylvania
$6K +$6.24K +98 New
JWA
1013
JFS Wealth Advisors
Pennsylvania
$5K – – –
BWL
1014
Bogart Wealth LLC
Virginia
$4K – – –
GAM
1015
Gemmer Asset Management
California
$4K +$2.36K +37 +185%
CCM
1016
Copeland Capital Management
Pennsylvania
$3K – – –
LWANC
1017
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SOW
1018
State of Wyoming
Wyoming
$3K +$3.5K +55 New
HF
1019
Halpern Financial
Virginia
$2.79K +$2.8K +44 New
TJHA
1020
Thomas J. Herzfeld Advisors
Florida
$2K -$40.2K -631 -96%
NC
1021
NewSquare Capital
Pennsylvania
$2K – – –
PCTC
1022
Perkins Coie Trust Company
Washington
$2K – – –
JPLA
1023
Joseph P. Lucia & Associates
New York
$2K +$1.97K +31 New
CWM
1024
Cranbrook Wealth Management
Michigan
$2K +$2.04K +32 New
APWA
1025
Atlas Private Wealth Advisors
New Jersey
$2K +$2.23K +35 New
39 40
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42 43