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Unilever
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1051
Golden State Wealth Management
California
$24.5K -$2.26K -35 -9%
TIM
1052
Tortoise Investment Management
New York
$24.5K – – –
BC
1053
Barrett & Company
Rhode Island
$23.8K – – –
CCC
1054
Chelsea Counsel Company
California
$23.8K – – –
PAM
1055
Paradigm Asset Management
New York
$23.8K – – –
TC
1056
Trust Company
Kansas
$23.8K – – –
HWM
1057
Hemington Wealth Management
Virginia
$23K – – –
WTFG
1058
Wood Tarver Financial Group
Idaho
$22.2K – – –
PSFG
1059
Park Square Financial Group
Georgia
$22.2K +$11.4K +177 +115%
NC
1060
North Capital
Utah
$21.7K +$20.9K +324 New
ADL
1061
Asset Dedication LLC
California
$21.6K +$8.32K +129 +67%
JFA
1062
JNBA Financial Advisors
Minnesota
$21.4K -$3.74K -58 -15%
CNBTD
1063
Citizens National Bank Trust Department
Mississippi
$21.3K – – –
KFI
1064
Key Financial Inc
Pennsylvania
$20.2K – – –
UBP
1065
Union Bancaire Privee
Switzerland
$20.2K -$21K -325 -52%
FWA
1066
FSC Wealth Advisors
New York
$20.1K +$194 +3 +1%
WF
1067
Wayfinding Financial
Washington
$20K +$19.5K +302 New
CPG
1068
Cornerstone Planning Group
New Jersey
$19.7K +$9.74K +151 +124%
CWM
1069
Centricity Wealth Management
Ohio
$19.6K – – –
QPBE
1070
Quintet Private Bank (Europe)
Luxembourg
$19.4K – – –
GKIM
1071
GW&K Investment Management
Massachusetts
$19K – – –
KA
1072
Kozak & Associates
Colorado
$18.5K +$129 +2 +0.8%
GWSG
1073
GPS Wealth Strategies Group
Colorado
$18.3K +$7.93K +123 +81%
GC
1074
Garde Capital
Washington
$17.9K +$17.2K +267 New
SWIM
1075
Smallwood Wealth Investment Management
New Jersey
$17.9K +$17.2K +267 New
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