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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
451
Old North State Wealth Management
North Carolina
$217K +$222K +2,839 New
RIA
452
Richwood Investment Advisors
Ohio
$213K -$2.89K -37 -1%
LA
453
Lifeworks Advisors
Michigan
$210K +$30.2K +386 +16%
NG
454
Norden Group
Utah
$208K +$214K +2,737 New
P
455
Pitcairn
Pennsylvania
$207K +$213K +2,721 New
EW
456
Evoke Wealth
California
$206K +$212K +2,705 New
SP
457
Systematic Portfolios
New York
$201K +$206K +2,635 New
EWA
458
EverSource Wealth Advisors
Alabama
$188K +$201K +2,571 +3,673%
SPIA
459
Steward Partners Investment Advisory
New York
$181K +$69.3K +886 +59%
WI
460
Wahed Invest
New York
$172K +$177K +2,259 New
DMBA
461
Deseret Mutual Benefit Administrators
Utah
$156K +$14.9K +191 +10%
HI
462
Horizon Investments
North Carolina
$155K +$14.5K +186 +10%
LCM
463
Logan Capital Management
Pennsylvania
$152K – – –
FAF
464
Fjarde Ap-fonden
Sweden
$145K -$156K -2,000 -51%
GI
465
GAMMA Investing
California
$144K -$30.1K -385 -17%
HIIFS
466
Harel Insurance Investments & Financial Services
Israel
$133K +$19.3K +247 +16%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$128K -$2.19K -28 -2%
C
468
Covestor
United Kingdom
$126K +$32.4K +414 +33%
S
469
SignatureFD
Georgia
$121K -$2.42K -31 -2%
SSG
470
Summit Securities Group
New York
$114K +$117K +1,499 +149,900%
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K – – –
IPW
472
Impact Partnership Wealth
Georgia
$107K -$6.41K -82 -6%
DWS
473
Dynamic Wealth Strategies
California
$103K +$8.76K +112 +9%
PS
474
Principal Securities
Iowa
$102K -$153K -1,955 -59%
N
475
Natixis
France
$90.2K -$974K -12,454 -91%
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