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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
601
Sargent Bickham Lagudis
Colorado
$1.92K – – –
TC
602
Truvestments Capital
Florida
$1.83K +$1.9K +20 New
IAA
603
Independent Advisor Alliance
North Carolina
$1.8K +$95 +1 +0%
MFT
604
Moisand Fitzgerald Tamayo
Florida
$1.65K – – –
EE
605
EWG Elevate
California
$1.56K +$1.62K +17 New
AWM
606
Abound Wealth Management
Tennessee
$1.37K – – –
AAP
607
Arax Advisory Partners
Colorado
$1.19K +$95 +1 +8%
RWM
608
Raffa Wealth Management
District of Columbia
$1.01K – – –
AF
609
Affiance Financial
Minnesota
$1.01K +$1.05K +11 New
SC
610
Sierra Capital
Florida
$1K – – –
MFA
611
McClarren Financial Advisors
Pennsylvania
$1K +$1.05K +11 New
EBA
612
Eagle Bay Advisors
New York
$916 – – –
TFM
613
TFC Financial Management
Massachusetts
$824 – – –
BWAM
614
Boyd Watterson Asset Management
Ohio
$824 +$857 +9 New
MSCM
615
McElhenny Sheffield Capital Management
Texas
$732 +$762 +8 New
BAAM
616
Baker Avenue Asset Management
California
$641 +$667 +7 New
ECM
617
Everence Capital Management
Indiana
$556 – – –
FSWA
618
Financial Synergies Wealth Advisors
Texas
$367 – – –
TWD
619
True Wealth Design
Ohio
$366 +$381 +4 New
MPCL
620
My Personal CFO LLC
Washington
$275 +$286 +3 New
ACA
621
Atlas Capital Advisors
Wyoming
$274 – – –
LF
622
Lee Financial
Texas
$183 – – –
SWA
623
SOA Wealth Advisors
New York
$94 – – –
TAM
624
Tucker Asset Management
Colorado
$92 – – –
WIM
625
Westside Investment Management
California
$27 +$28.7K +301 New
23 24
25
26 27