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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
501
Alpha Omega Wealth Management
Virginia
$34K – – –
GLI
502
Guardian Life Insurance
New York
$33K – – –
PCM
503
Penserra Capital Management
California
$29K -$110K -1,308 -79%
GWM
504
Geneos Wealth Management
Colorado
$29K -$757 -9 -3%
CBT
505
Capital Bank & Trust
California
$29K – – –
TFA
506
Toth Financial Advisory
Virginia
$28K – – –
LWA
507
Lenox Wealth Advisors
New York
$27K – – –
PMFA
508
Plante Moran Financial Advisors
Michigan
$27K +$3.87K +46 +17%
BCA
509
Berman Capital Advisors
Georgia
$27K +$19.6K +233 +245%
FPS
510
Fieldpoint Private Securities
Connecticut
$25K – – –
YWP
511
YorkBridge Wealth Partners
New York
$23K +$22.6K +269 New
RE
512
RBC Europe
United Kingdom
$21.6K – – –
FNB
513
Farmers National Bank
Kentucky
$21K -$4.21K -50 -17%
CCM
514
Covington Capital Management
California
$21K – – –
PCP
515
Proficio Capital Partners
Massachusetts
$20K +$10.8K +129 +114%
HR
516
Howe & Rusling
New York
$19K +$925 +11 +5%
CFA
517
Carroll Financial Associates
North Carolina
$19K +$5.63K +67 +40%
LF
518
Lee Financial
Texas
$18K – – –
SPIA
519
Steward Partners Investment Advisory
New York
$18K +$18.4K +219 New
PA
520
Parallel Advisors
California
$17K -$757 -9 -4%
EWM
521
Edge Wealth Management
New York
$17K – – –
JFA
522
JNBA Financial Advisors
Minnesota
$17K – – –
HPC
523
HM Payson & Co
Maine
$17K +$16.8K +200 New
RIA
524
Realta Investment Advisors
Delaware
$14K +$7.4K +88 +128%
NIM
525
NuWave Investment Management
New Jersey
$13K -$43.9K -522 -78%