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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Sutton Wealth Advisors
Florida
$4.11K +$3.1K +41 +373%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$4K – – –
LWA
528
Lenox Wealth Advisors
New York
$4K – – –
NSIM
529
North Star Investment Management
Illinois
$4K – – –
VNA
530
Valley National Advisers
Pennsylvania
$4K – – –
APA
531
American Portfolios Advisors
New York
$3.87K +$2.57K +34 +227%
PFO
532
Pathstone Family Office
New Jersey
$3K -$122K -1,622 -97%
DAM
533
Delta Asset Management
Tennessee
$3K – – –
GWS
534
Glassman Wealth Services
Virginia
$3K – – –
SL
535
Savior LLC
Massachusetts
$3K – – –
GI
536
Gradient Investments
Minnesota
$2K -$302 -4 -14%
TFO
537
Tarbox Family Office
California
$2K – – –
VCM
538
Versant Capital Management
Arizona
$2K – – –
CFD
539
Creative Financial Designs
Indiana
$2K +$1.51K +20 New
M
540
MOTCO
Texas
$1K – – –
MA
541
MUFG Americas
New York
$1K – – –
PW
542
Price Wealth
Texas
$1K – – –
TFGT
543
TS Financial Group (TSFG)
Illinois
$1K – – –
CS
544
Candriam SCA
Luxembourg
$1K +$830 +11 New
TWA
545
TCI Wealth Advisors
Arizona
$1K +$906 +12 +600%
GRP
546
Global Retirement Partners
California
$1K +$1.13K +15 New
RWM
547
Raffa Wealth Management
District of Columbia
$870 – – –
Capital International Investors
548
Capital International Investors
California
– -$30.8M -464,816 Closed
Ninety One (UK)
549
Ninety One (UK)
United Kingdom
– -$16.2M -244,911 Closed
Two Sigma Investments
550
Two Sigma Investments
New York
– -$11.9M -158,234 Closed