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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
576
Atwood & Palmer
Missouri
$1.81K – – –
MFT
577
Moisand Fitzgerald Tamayo
Florida
$1.55K – – –
CA
578
Clearstead Advisors
Ohio
$1.55K +$1.68K +18 New
BF
579
BOK Financial
Oklahoma
$1.39K +$1.59K +17 New
CFGS
580
Concourse Financial Group Securities
Alabama
$1.39K +$93 +1 +7%
AWM
581
Abound Wealth Management
Tennessee
$1.29K -$934 -10 -40%
HI
582
Harbour Investments
Wisconsin
$1.29K -$280 -3 -17%
TFM
583
TFC Financial Management
Massachusetts
$1.13K +$373 +4 +44%
VNA
584
Valley National Advisers
Pennsylvania
$1K – – –
CAM
585
ClariVest Asset Management
California
$1K +$653 +7 New
GKIM
586
GW&K Investment Management
Massachusetts
$1K +$1.21K +13 New
AAP
587
Arax Advisory Partners
Colorado
$960 – – –
RWM
588
Raffa Wealth Management
District of Columbia
$947 – – –
GI
589
Gradient Investments
Minnesota
$861 – – –
ZB
590
Zions Bancorporation
Utah
$775 -$467 -5 -36%
BWAM
591
Boyd Watterson Asset Management
Ohio
$775 – – –
BAAM
592
Baker Avenue Asset Management
California
$603 – – –
TWP
593
TFO Wealth Partners
Ohio
$472 +$467 +5 New
TWD
594
True Wealth Design
Ohio
$345 – – –
SPWM
595
Spartan Planning & Wealth Management
North Carolina
$345 +$373 +4 New
ACA
596
Atlas Capital Advisors
Wyoming
$258 – – –
PCTC
597
Perkins Coie Trust Company
Washington
$172 +$187 +2 New
SWA
598
SOA Wealth Advisors
New York
$90 – – –
TAM
599
Tucker Asset Management
Colorado
$86 – – –
TC
600
TwinBeech Capital
New York
– -$16.7M -177,185 Closed
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