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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
601
GeoWealth Management
Illinois
$315K +$8.7K +49 +3%
AWAU
602
Alliance Wealth Advisors (Utah)
Utah
$309K -$109K -613 -27%
FRA
603
Frank Rimerman Advisors
California
$309K +$23.8K +134 +9%
DWM
604
Diversify Wealth Management
Utah
$307K -$355 -2 -0.1%
DAS
605
Diversify Advisory Services
Utah
$307K +$313K +1,761 New
MOS
606
MGO One Seven
Ohio
$305K -$10.1K -57 -3%
FMI
607
Frec Markets Inc
California
$305K +$287K +1,617 New
SW
608
SVB Wealth
Massachusetts
$298K +$2.31K +13 +0.8%
PCA
609
Pallas Capital Advisors
Massachusetts
$297K +$65.5K +369 +31%
APA
610
Astoria Portfolio Advisors
New York
$294K +$49.4K +278 +22%
SOW
611
State of Wyoming
Wyoming
$289K -$67.5K -380 -20%
BMWM
612
Brown Miller Wealth Management
Virginia
$289K – – –
AF
613
Alerus Financial
North Dakota
$287K – – –
PWA
614
PCG Wealth Advisors
Kansas
$286K +$270K +1,518 New
BCM
615
Bannerstone Capital Management
Minnesota
$285K -$31.8K -179 -11%
AF
616
Allworth Financial
California
$281K -$7.11K -40 -3%
KWM
617
Kingsview Wealth Management
Oregon
$279K +$4.26K +24 +2%
TWM
618
Tradition Wealth Management
Minnesota
$275K – – –
AIA
619
Armor Investment Advisors
North Carolina
$275K – – –
CW
620
CreativeOne Wealth
Kansas
$271K +$2.31K +13 +0.9%
AP
621
Arlington Partners
Alabama
$271K +$5.33K +30 +2%
PUI
622
Purpose Unlimited Inc
$271K +$34.3K +193 +16%
SCA
623
Snowden Capital Advisors
New York
$269K -$8.17K -46 -3%
TC
624
TownSquare Capital
Utah
$269K +$253K +1,427 New
KCM
625
Kathmere Capital Management
Pennsylvania
$266K +$13K +73 +5%
23 24
25
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