We are live on ! Find out more
CHRW icon

C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
501
Berman Capital Advisors
Georgia
$37K +$2.1K +22 +6%
IA
502
IFP Advisors
Florida
$34K -$954 -10 -3%
GWM
503
Geneos Wealth Management
Colorado
$34K +$18.8K +197 +44%
TFA
504
Toth Financial Advisory
Virginia
$31K – – –
MCM
505
Manchester Capital Management
Vermont
$30K +$30K +314 +7,850%
PMFA
506
Plante Moran Financial Advisors
Michigan
$29K +$3.34K +35 +13%
BG
507
Bollard Group
Massachusetts
$27K – – –
PCM
508
Penserra Capital Management
California
$26K +$7.54K +79 +39%
EP
509
Eudaimonia Partners
Tennessee
$23K -$7.82K -82 -25%
CCM
510
Covington Capital Management
California
$23K – – –
PWMG
511
Prestige Wealth Management Group
New Jersey
$21K -$16.8K -176 -45%
TH
512
TCTC Holdings
Texas
$19K +$19.5K +204 New
CFFP
513
Center for Financial Planning
Michigan
$18K – – –
RE
514
RBC Europe
United Kingdom
$17K – – –
GAM
515
Gemmer Asset Management
California
$16K – – –
APWM
516
Atlas Private Wealth Management
New York
$15K – – –
SIAG
517
Safeguard Investment Advisory Group
California
$15K +$15.7K +165 New
WT
518
Washington Trust
Rhode Island
$14K -$7.34K -77 -34%
CI
519
CX Institutional
Indiana
$14K -$572 -6 -4%
BWM
520
BerganKDV Wealth Management
Minnesota
$14K – – –
LC
521
Lindbrook Capital
California
$13K +$191 +2 +2%
CCC
522
Crescent Capital Consulting
Louisiana
$13K +$12.9K +135 New
APA
523
American Portfolios Advisors
New York
$12.4K +$7.92K +83 +169%
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$1.81K -19 -13%
EARNEST Partners
525
EARNEST Partners
Georgia
$12K – – –