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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
451
Dynamic Advisor Solutions
Arizona
$330K +$35.9K +334 +11%
BFM
452
Boothbay Fund Management
New York
$327K +$49K +456 +16%
FTDI
453
First Trust Direct Indexing
Massachusetts
$327K +$79.8K +743 +28%
PCA
454
Personal Capital Advisors
California
$313K – – –
SB
455
Simmons Bank
Arkansas
$309K – – –
EF
456
Empirical Finance
Pennsylvania
$309K +$55.2K +514 +19%
HIIFS
457
Harel Insurance Investments & Financial Services
Israel
$308K -$65.1K -606 -16%
MIA
458
MMBG Investment Advisors
Florida
$308K – – –
GT
459
Greenleaf Trust
Michigan
$305K +$8.6K +80 +3%
MAM
460
Meeder Asset Management
Ohio
$303K -$3.65K -34 -1%
SCM
461
Stevens Capital Management
Pennsylvania
$297K +$331K +3,081 New
FCH
462
Freestone Capital Holdings
Washington
$292K -$27.3K -254 -8%
B
463
Bellecapital
Switzerland
$290K +$323K +3,010 New
BMWM
464
Brown Miller Wealth Management
Virginia
$288K – – –
SW
465
SVB Wealth
Massachusetts
$288K +$93K +866 +41%
RIM
466
Redpoint Investment Management
Australia
$287K -$121K -1,130 -27%
EL
467
Essex LLC
Illinois
$277K -$8.06K -75 -3%
CCA
468
Checchi Capital Advisers
California
$275K – – –
MWPCG
469
Measured Wealth Private Client Group
New Hampshire
$275K +$307K +2,854 New
HWM
470
HB Wealth Management
Georgia
$274K +$59K +549 +24%
BBVA
471
Banco Bilbao Vizcaya Argentaria
Spain
$262K -$9.88K -92 -3%
TI
472
Tidal Investments
Wisconsin
$260K +$6.45K +60 +2%
PRS
473
Pinkerton Retirement Specialists
Idaho
$256K +$286K +2,659 New
AG
474
Ascent Group
Virginia
$255K +$281K +2,612 New
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$254K +$284K +2,642 New
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19
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