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Unilever
UL

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
AllSquare Wealth Management
New York
$6K +$6.04K +89 New
TVWM
1027
Tower View Wealth Management
Wisconsin
$6K +$6.38K +94 New
JWA
1028
JFS Wealth Advisors
Pennsylvania
$5K -$10.5K -155 -68%
MAM
1029
Meeder Asset Management
Ohio
$5K +$1.49K +22 +41%
JWM
1030
Janiczek Wealth Management
Colorado
$5K +$4.68K +69 New
BSSFA
1031
Baron Silver Stevens Financial Advisors
Florida
$5K +$5.7K +84 New
CWA
1032
Carolina Wealth Advisors
South Carolina
$4K -$5.97K -88 -59%
BWL
1033
Bogart Wealth LLC
Virginia
$4K – – –
LWANC
1034
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$3.6K +53 New
TIAM2
1035
Tru Independence Asset Management 2
Oregon
$4K +$3.87K +57 New
OIM
1036
Oder Investment Management
California
$4K +$3.94K +58 New
CCM
1037
Copeland Capital Management
Pennsylvania
$3K – – –
PCTC
1038
Perkins Coie Trust Company
Washington
$3K – – –
TFGT
1039
TS Financial Group (TSFG)
Illinois
$3K +$2.51K +37 New
NC
1040
NewSquare Capital
Pennsylvania
$2K – – –
APWM
1041
Atlas Private Wealth Management
New York
$2K +$1.49K +22 New
CB
1042
CNB Bank
Pennsylvania
$2K +$1.49K +22 New
AFG
1043
Albion Financial Group
Utah
$2K +$2.44K +36 New
KFS
1044
Kelly Financial Services
Massachusetts
$1.18K – – –
UFF
1045
USA Financial Formulas
Michigan
$1K -$136 -2 -10%
GAM
1046
Gemmer Asset Management
California
$1K +$271 +4 +25%
MSFP
1047
Mark Sheptoff Financial Planning
Connecticut
$1K +$1.43K +21 New
MS
1048
Marshall & Sullivan
Washington
$900 +$3.26K +48 New
TI
1049
tru Independence
Oregon
$239 +$239K +3,522 New
HI
1050
Horizon Investments
North Carolina
– -$4.28M -62,260 Closed
40 41
42
43 44