We are live on ! Find out more
CHRW icon

C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Liberty Wealth Management
California
$24K +$25.5K +285 New
PMFA
502
Plante Moran Financial Advisors
Michigan
$23K +$24.6K +275 New
CIA
503
CSat Investment Advisory
Michigan
$22K +$8.59K +96 +60%
S
504
SignatureFD
Georgia
$21K -$1.79K -20 -7%
CCM
505
Covington Capital Management
California
$21K – – –
VAIA
506
Virtus Alternative Investment Advisers
Connecticut
$20K – – –
RWA
507
River Wealth Advisors
Pennsylvania
$19K – – –
PA
508
Parallel Advisors
California
$19K +$1.7K +19 +9%
WWM
509
Willingdon Wealth Management
North Carolina
$18K -$985 -11 -5%
LF
510
Lee Financial
Texas
$18K – – –
JFA
511
JNBA Financial Advisors
Minnesota
$17K -$17.9K -200 -50%
ARMC
512
American Research & Management Company
Massachusetts
$17K – – –
EWM
513
Edge Wealth Management
New York
$17K – – –
FHB
514
First Hawaiian Bank
Hawaii
$16K – – –
GAM
515
Gemmer Asset Management
California
$15K – – –
WA
516
WealthTrust-Arizona
Arizona
$14K +$1.43K +16 +10%
LFA
517
Legacy Financial Advisors
Kentucky
$14K +$14.6K +163 New
PB
518
Pinnacle Bancorp
Nebraska
$13K +$12.4K +139 New
CAM
519
Cresset Asset Management
Illinois
$13K +$13.5K +151 New
VEA
520
Virtus ETF Advisers
New York
$12K +$13.2K +148 New
ZB
521
Zions Bancorporation
Utah
$11K -$39.8K -445 -77%
CFA
522
Carroll Financial Associates
North Carolina
$11K – – –
MUS
523
Mitsubishi UFJ Securities
Japan
$11K – – –
SSB
524
Sandy Spring Bank
Maryland
$11K – – –
MOS
525
MGO One Seven
Ohio
$11K +$11.9K +133 New