We are live on ! Find out more
CHRW icon

C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
501
Toth Financial Advisory
Virginia
$28K – – –
LWA
502
Lenox Wealth Advisors
New York
$27K – – –
PMFA
503
Plante Moran Financial Advisors
Michigan
$27K +$3.87K +46 +17%
BCA
504
Berman Capital Advisors
Georgia
$27K +$19.6K +233 +245%
FPS
505
Fieldpoint Private Securities
Connecticut
$25K – – –
YWP
506
YorkBridge Wealth Partners
New York
$23K +$22.6K +269 New
RE
507
RBC Europe
United Kingdom
$21.6K – – –
FNB
508
Farmers National Bank
Kentucky
$21K -$4.21K -50 -17%
CCM
509
Covington Capital Management
California
$21K – – –
PCP
510
Proficio Capital Partners
Massachusetts
$20K +$10.8K +129 +114%
HR
511
Howe & Rusling
New York
$19K +$925 +11 +5%
CFA
512
Carroll Financial Associates
North Carolina
$19K +$5.63K +67 +40%
GT
513
Glenmede Trust
Pennsylvania
$18.5K +$16.7M +198,396 +967%
LF
514
Lee Financial
Texas
$18K – – –
SPIA
515
Steward Partners Investment Advisory
New York
$18K +$18.4K +219 New
PA
516
Parallel Advisors
California
$17K -$757 -9 -4%
EWM
517
Edge Wealth Management
New York
$17K – – –
JFA
518
JNBA Financial Advisors
Minnesota
$17K – – –
HPC
519
HM Payson & Co
Maine
$17K +$16.8K +200 New
RIA
520
Realta Investment Advisors
Delaware
$14K +$7.4K +88 +128%
NIM
521
NuWave Investment Management
New Jersey
$13K -$43.9K -522 -78%
HIIFS
522
Harel Insurance Investments & Financial Services
Israel
$13K -$34.7K -412 -72%
GAM
523
Gemmer Asset Management
California
$13K -$2.44K -29 -16%
SSB
524
Sandy Spring Bank
Maryland
$13K +$1.77K +21 +16%
VEA
525
Virtus ETF Advisers
New York
$12K -$5.05K -60 -29%
19 20
21
22 23