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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1001
Castleview Partners
Texas
$56.2K -$270 -4 -0.5%
TPW
1002
Talon Private Wealth
Florida
$55.1K – – –
PWMG
1003
Prestige Wealth Management Group
New Jersey
$53.9K – – –
WA
1004
Whipplewood Advisors
Colorado
$53.8K +$56.9K +843 New
SWA
1005
SOA Wealth Advisors
New York
$53.6K +$338 +5 +0.6%
CIAM
1006
Caitong International Asset Management
Hong Kong
$51K +$54K +800 New
TSMHT
1007
Thurston Springer Miller Herd & Titak
Indiana
$50K +$3.24K +48 +7%
EPIMS
1008
Evelyn Partners Investment Management Services
$49.6K +$52.5K +778 New
MWA
1009
Medallion Wealth Advisors
Connecticut
$48K +$49.6K +735 New
BLC
1010
Brown, Lisle/Cummings
Rhode Island
$47.6K +$24K +356 +91%
JWA
1011
JFS Wealth Advisors
Pennsylvania
$46.9K -$7.7K -114 -13%
FUBT
1012
First United Bank & Trust
Maryland
$46.8K – – –
MLA
1013
MB, Levis & Associates
Pennsylvania
$46.1K – – –
SWM
1014
Sugarloaf Wealth Management
Georgia
$45.9K – – –
FMP
1015
Financial Management Professionals
Texas
$44.9K -$3.31K -49 -7%
AWM
1016
Accredited Wealth Management
Kentucky
$43.4K +$46K +681 New
KIM
1017
Kestra Investment Management
Texas
$42.9K +$45.4K +672 New
AWM
1018
Atticus Wealth Management
Florida
$40.8K – – –
BWAM
1019
Boyd Watterson Asset Management
Ohio
$40.7K – – –
CT
1020
Coastline Trust
Rhode Island
$40.4K -$1.69K -25 -4%
EA
1021
Evolution Advisers
Virginia
$40K – – –
CSC
1022
Caldwell Sutter Capital
California
$39.1K – – –
MMCM
1023
Murphy & Mullick Capital Management
New York
$39K +$41.3K +612 New
BWL
1024
Bogart Wealth LLC
Virginia
$38.2K – – –
MIP
1025
Mondrian Investment Partners
United Kingdom
$37.9K +$675 +10 +2%
39 40
41
42 43