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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
451
Investment Management Corp of Ontario (IMCO)
Canada
$337K
PW
452
Potentia Wealth
California
$335K
FPL
453
Fortress Private Ledger
North Carolina
$331K +$327K +3,234 New
MPM
454
MBB Public Markets
Illinois
$331K +$327K +3,231 New
VDI
455
Vaughan David Investments
Illinois
$330K +$325K +3,218 New
MIA
456
MMBG Investment Advisors
Florida
$330K
AAIS
457
ABN AMRO Investment Solutions
$329K +$324K +3,210 New
EWA
458
EverSource Wealth Advisors
Alabama
$326K +$44.5K +440 +16%
SOW
459
State of Wyoming
Wyoming
$325K +$128K +1,268 +66%
LA
460
Lifeworks Advisors
Michigan
$316K +$33.8K +334 +12%
PJWM
461
Philip James Wealth Mangement
Georgia
$316K +$67.5K +668 +28%
FBT
462
First Bank & Trust
South Dakota
$314K
IWM
463
Integris Wealth Management
California
$312K
NA
464
NewEdge Advisors
Louisiana
$312K -$223K -2,211 -42%
SIA
465
Schechter Investment Advisors
Michigan
$312K +$307K +3,042 New
CAG
466
Cypress Advisory Group
Arizona
$310K
PFG
467
PAX Financial Group
Texas
$310K -$76.9K -761 -20%
BP
468
Ballentine Partners
Massachusetts
$308K -$24.3K -240 -7%
AFG
469
Altiora Financial Group
Ohio
$307K -$202K -2,000 -40%
BMWM
470
Brown Miller Wealth Management
Virginia
$307K
Empower Advisory Group
471
Empower Advisory Group
Colorado
$306K -$23.3K -231 -7%
HIC
472
Holderness Investments Company
North Carolina
$305K
EWA
473
Exencial Wealth Advisors
Oklahoma
$304K -$8.19K -81 -3%
AC
474
AXQ Capital
New Jersey
$301K +$297K +2,938 New
PCP
475
Perbak Capital Partners
United Kingdom
$299K +$295K +2,917 New