We are live on ! Find out more
CHRW icon

C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
$219K +$225K +2,879 New
EL
452
Essex LLC
Illinois
$219K – – –
ONSWM
453
Old North State Wealth Management
North Carolina
$217K +$222K +2,839 New
RIA
454
Richwood Investment Advisors
Ohio
$213K -$2.89K -37 -1%
LA
455
Lifeworks Advisors
Michigan
$210K +$30.2K +386 +16%
NG
456
Norden Group
Utah
$208K +$214K +2,737 New
P
457
Pitcairn
Pennsylvania
$207K +$213K +2,721 New
EW
458
Evoke Wealth
California
$206K +$212K +2,705 New
SP
459
Systematic Portfolios
New York
$201K +$206K +2,635 New
EWA
460
EverSource Wealth Advisors
Alabama
$188K +$201K +2,571 +3,673%
SPIA
461
Steward Partners Investment Advisory
New York
$181K +$69.3K +886 +59%
WI
462
Wahed Invest
New York
$172K +$177K +2,259 New
DMBA
463
Deseret Mutual Benefit Administrators
Utah
$156K +$14.9K +191 +10%
HI
464
Horizon Investments
North Carolina
$155K +$14.5K +186 +10%
LCM
465
Logan Capital Management
Pennsylvania
$152K – – –
FAF
466
Fjarde Ap-fonden
Sweden
$145K -$156K -2,000 -51%
GI
467
GAMMA Investing
California
$144K -$30.1K -385 -17%
HIIFS
468
Harel Insurance Investments & Financial Services
Israel
$133K +$19.3K +247 +16%
BFEC
469
Benjamin F. Edwards & Company
Missouri
$128K -$2.19K -28 -2%
C
470
Covestor
United Kingdom
$126K +$32.4K +414 +33%
S
471
SignatureFD
Georgia
$121K -$2.42K -31 -2%
SSG
472
Summit Securities Group
New York
$114K +$117K +1,499 +149,900%
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K – – –
IPW
474
Impact Partnership Wealth
Georgia
$107K -$6.41K -82 -6%
DWS
475
Dynamic Wealth Strategies
California
$103K +$8.76K +112 +9%
17 18
19
20 21