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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
MV Capital Management
Maryland
$2.65K -$291 -3 -11%
SIC
602
SJS Investment Consulting
Ohio
$2.65K +$97 +1 +4%
TCOV
603
Trust Company of Vermont
Vermont
$2.65K +$2.33K +24 New
MAM
604
Meeder Asset Management
Ohio
$2.54K -$5.92K -61 -73%
BFS
605
Bare Financial Services
Pennsylvania
$2.43K – – –
DF
606
Dunhill Financial
United Kingdom
$2.34K +$971 +10 +91%
S
607
Sachetta
Massachusetts
$2.32K – – –
MA
608
Montag & Associates
Georgia
$2.28K +$583 +6 +40%
CFD
609
Creative Financial Designs
Indiana
$2.21K – – –
CWC
610
Carolinas Wealth Consulting
North Carolina
$1.91K +$291 +3 +20%
DPW
611
DiNuzzo Private Wealth
Pennsylvania
$1.88K +$194 +2 +13%
CAS
612
Coppell Advisory Solutions
Texas
$1.73K -$24.4K -251 -94%
TFM
613
TFC Financial Management
Massachusetts
$1.55K – – –
MA
614
MCF Advisors
Kentucky
$1.44K – – –
FCM
615
Fourpath Capital Management
Oklahoma
$1.44K +$1.26K +13 New
SS
616
Sunbelt Securities
Texas
$1.32K +$1.17K +12 New
LIS
617
Legacy Investment Solutions
Idaho
$1.23K +$1.07K +11 New
LWMI
618
Legacy Wealth Management (Idaho)
Idaho
$1.23K +$1.07K +11 New
RWM
619
Raffa Wealth Management
District of Columbia
$1.21K – – –
RS
620
Rakuten Securities
Japan
$1.1K +$777 +8 +400%
TFA
621
Transamerica Financial Advisors
Florida
$1K -$70.2K -723 -99%
VNA
622
Valley National Advisers
Pennsylvania
$1K -$1.94K -20 -67%
AW
623
Avion Wealth
Texas
$1K – – –
PMAM
624
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.07K +11 New
TWD
625
True Wealth Design
Ohio
$994 +$97 +1 +13%
23 24
25
26 27