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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
451
Exencial Wealth Advisors
Oklahoma
$332K -$31.9K -297 -8%
SCA
452
Stonebridge Capital Advisors
Minnesota
$331K -$2.15K -20 -0.6%
DAS
453
Dynamic Advisor Solutions
Arizona
$330K +$35.9K +334 +11%
BFM
454
Boothbay Fund Management
New York
$327K +$49K +456 +16%
FTDI
455
First Trust Direct Indexing
Massachusetts
$327K +$79.8K +743 +28%
PCA
456
Personal Capital Advisors
California
$313K – – –
SB
457
Simmons Bank
Arkansas
$309K – – –
EF
458
Empirical Finance
Pennsylvania
$309K +$55.2K +514 +19%
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$308K -$65.1K -606 -16%
MIA
460
MMBG Investment Advisors
Florida
$308K – – –
GT
461
Greenleaf Trust
Michigan
$305K +$8.6K +80 +3%
MAM
462
Meeder Asset Management
Ohio
$303K -$3.65K -34 -1%
SCM
463
Stevens Capital Management
Pennsylvania
$297K +$331K +3,081 New
FCH
464
Freestone Capital Holdings
Washington
$292K -$27.3K -254 -8%
B
465
Bellecapital
Switzerland
$290K +$323K +3,010 New
BMWM
466
Brown Miller Wealth Management
Virginia
$288K – – –
SW
467
SVB Wealth
Massachusetts
$288K +$93K +866 +41%
RIM
468
Redpoint Investment Management
Australia
$287K -$121K -1,130 -27%
EL
469
Essex LLC
Illinois
$277K -$8.06K -75 -3%
CCA
470
Checchi Capital Advisers
California
$275K – – –
MWPCG
471
Measured Wealth Private Client Group
New Hampshire
$275K +$307K +2,854 New
HWM
472
HB Wealth Management
Georgia
$274K +$59K +549 +24%
BBVA
473
Banco Bilbao Vizcaya Argentaria
Spain
$262K -$9.88K -92 -3%
TI
474
Tidal Investments
Wisconsin
$260K +$6.45K +60 +2%
PRS
475
Pinkerton Retirement Specialists
Idaho
$256K +$286K +2,659 New
17 18
19
20 21