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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
601
Financial Management Professionals
Texas
$5.5K +$5.34K +57 New
PWMG
602
Prestige Wealth Management Group
New Jersey
$5.41K – – –
HIW
603
Holos Integrated Wealth
Pennsylvania
$5.37K – – –
SWM
604
Spire Wealth Management
Virginia
$5.08K -$22.4K -239 -82%
AAS
605
Ameritas Advisory Services
Nebraska
$5.08K +$4.97K +53 New
ADL
606
Asset Dedication LLC
California
$4.41K +$4.31K +46 New
WT
607
Whittier Trust
California
$4.32K – – –
RJA
608
Ross\Johnson & Associates
Minnesota
$4.13K – – –
HI
609
Harbour Investments
Wisconsin
$4.13K +$937 +10 +30%
CFO
610
CVA Family Office
Colorado
$4.03K – – –
S
611
Sachetta
Massachusetts
$3.36K +$1.31K +14 +67%
FFO
612
Fortitude Family Office
Arizona
$3.07K +$3K +32 New
DAM
613
Delta Asset Management
Tennessee
$2.97K – – –
MCM
614
MV Capital Management
Maryland
$2.59K +$281 +3 +13%
HWA
615
HHM Wealth Advisors
Tennessee
$2.52K – – –
Q1WB
616
Quest 10 Wealth Builders
Virginia
$2.5K – – –
TWD
617
True Wealth Design
Ohio
$2.5K +$656 +7 +37%
HHMI
618
Howard Hughes Medical Institute
Maryland
$2.4K +$2.34K +25 New
WA
619
Whipplewood Advisors
Colorado
$2.21K -$11.2K -120 -84%
TCM
620
TD Capital Management
Tennessee
$2.21K – – –
TCOV
621
Trust Company of Vermont
Vermont
$2.21K – – –
OAJ
622
Ogorek Anthony Joseph
New York
$2K -$2.53K -27 -56%
CFD
623
Creative Financial Designs
Indiana
$1.92K – – –
TIM
624
Total Investment Management
Arizona
$1.92K +$1.87K +20 New
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$1.82K +$187 +2 +12%
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25
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