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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCOV
451
London Company of Virginia
Virginia
$903K +$4.44K +25 +0.5%
PL
452
Perpetual Ltd
Australia
$888K – – –
MSE
453
MUFG Securities EMEA
United Kingdom
$875K -$35.9K -202 -4%
EPW
454
Evolve Private Wealth
California
$858K +$545K +3,066 +208%
WIS
455
Wright Investors Service
Connecticut
$857K -$4.97K -28 -0.6%
TBWA
456
Three Bridge Wealth Advisors
California
$854K – – –
QCG
457
Quadrant Capital Group
Ohio
$844K -$3.2K -18 -0.4%
PK
458
Pflug Koory
Nebraska
$843K -$3.38K -19 -0.4%
CL
459
Choreo LLC
Illinois
$843K -$66.6K -375 -8%
TAM
460
Tocqueville Asset Management
New York
$834K +$89.5K +504 +13%
ST
461
Smithfield Trust
Pennsylvania
$826K – – –
EF
462
Empirical Finance
Pennsylvania
$822K +$24.5K +138 +3%
LF
463
Lantz Financial
Illinois
$791K -$1.6K -9 -0.2%
BC
464
Broadwater Capital
Massachusetts
$791K – – –
IA
465
Inspire Advisors
Idaho
$790K +$22K +124 +3%
WG
466
Winton Group
United Kingdom
$782K +$117K +657 +19%
FAMI
467
Fideuram Asset Management (Ireland)
$780K +$762K +4,289 New
DADC
468
D.A. Davidson & Co
Montana
$777K – – –
MP
469
Mangrove Partners
Connecticut
$769K – – –
OWP
470
ORG Wealth Partners
Texas
$756K -$52.6K -296 -7%
AWE
471
Avidian Wealth Enterprises
Texas
$729K +$15.6K +88 +2%
CCM
472
Coldstream Capital Management
Washington
$729K -$210K -1,185 -23%
PHAM
473
Palisades Hudson Asset Management
Florida
$729K – – –
BBHC
474
Brown Brothers Harriman & Co
New York
$722K +$182K +1,023 +36%
LOAMS
475
Lombard Odier Asset Management (Switzerland)
Switzerland
$721K -$88.8K -500 -12%
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19
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