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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Eudaimonia Partners
Tennessee
$34K +$1.69K +18 +6%
BG
502
Bollard Group
Massachusetts
$30K – – –
PMFA
503
Plante Moran Financial Advisors
Michigan
$28K – – –
PFS
504
Prospera Financial Services
Texas
$28K +$25.3K +270 New
CCM
505
Covington Capital Management
California
$26K – – –
WT
506
Washington Trust
Rhode Island
$23K -$1.31K -14 -6%
CFFP
507
Center for Financial Planning
Michigan
$20K – – –
PCM
508
Penserra Capital Management
California
$20K +$2.25K +24 +13%
RE
509
RBC Europe
United Kingdom
$18.5K – – –
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$18K +$16.4K +175 New
GAM
511
Gemmer Asset Management
California
$17K – – –
BWM
512
BNC Wealth Management
Oregon
$17K +$15.3K +163 New
APWM
513
Atlas Private Wealth Management
New York
$16K – – –
CI
514
CX Institutional
Indiana
$16K +$5.07K +54 +51%
BWM
515
BerganKDV Wealth Management
Minnesota
$15K -$18.8K -200 -58%
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$845 +9 +7%
SIM
517
Sonora Investment Management
Arizona
$15K +$13.8K +147 New
LWM
518
Liberty Wealth Management
California
$14K -$3.29K -35 -20%
EARNEST Partners
519
EARNEST Partners
Georgia
$13K – – –
SIAP
520
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K – – –
TF
521
Tompkins Financial
New York
$13K – – –
LC
522
Lindbrook Capital
California
$13K +$563 +6 +5%
EW
523
Evoke Wealth
California
$11K -$188 -2 -2%
VAIA
524
Virtus Alternative Investment Advisers
Connecticut
$11K +$10.1K +108 New
PFBT
525
Parkside Financial Bank & Trust
Missouri
$10K -$282 -3 -3%