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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
501
Jacobi Capital Management
Pennsylvania
$58K – – –
DAC
502
Dividend Assets Capital
South Carolina
$54K – – –
BWA
503
BDO Wealth Advisors
Florida
$52K +$46.7K +500 +1,250%
TPCW
504
TD Private Client Wealth
New York
$50.2K -$1.68K -18 -3%
EI
505
Ellevest Inc
New York
$43K -$38K -407 -48%
KFI
506
Key Financial Inc
Pennsylvania
$43K – – –
WTC
507
WhitTier Trust Company
Nevada
$43K – – –
DWP
508
Destiny Wealth Partners
Florida
$41K – – –
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$16.6K -178 -30%
IA
510
IFP Advisors
Florida
$39K +$4.76K +51 +14%
BCA
511
Berman Capital Advisors
Georgia
$38K +$654 +7 +2%
FC
512
FORA Capital
Florida
$36K -$267K -2,854 -88%
PSIWM
513
Paradigm Strategies in Wealth Management
Minnesota
$33K +$32.7K +350 New
TFA
514
Toth Financial Advisory
Virginia
$32K – – –
EP
515
Eudaimonia Partners
Tennessee
$32K +$8.31K +89 +36%
PCM
516
Penserra Capital Management
California
$31K +$4.48K +48 +17%
Parallax Volatility Advisers
517
Parallax Volatility Advisers
California
$29K -$2.27M -24,288 -99%
AWA
518
Arkadios Wealth Advisors
Georgia
$29K +$18.7K +200 +189%
BG
519
Bollard Group
Massachusetts
$28K – – –
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$25K +$24.6K +263 New
CCM
521
Covington Capital Management
California
$24K – – –
GAM
522
Gemmer Asset Management
California
$24K +$7.94K +85 +51%
PWMG
523
Prestige Wealth Management Group
New Jersey
$23K +$2.33K +25 +12%
MCM
524
Manchester Capital Management
Vermont
$22K -$7.94K -85 -27%
IHWM
525
Iron Horse Wealth Management
Iowa
$19K -$46.7K -500 -71%