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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
626
Mission Wealth Management
California
$262K +$247K +1,390 New
SCM
627
Sterling Capital Management
North Carolina
$261K -$457K -2,575 -65%
WPC
628
Wedmont Private Capital
Pennsylvania
$260K -$6.04K -34 -2%
WIA
629
World Investment Advisors
California
$259K +$13.5K +76 +5%
AG
630
Ascent Group
Virginia
$255K +$240K +1,353 New
OCA
631
OpenArc Corporate Advisory
Georgia
$253K -$4.26K -24 -2%
BRWA
632
B. Riley Wealth Advisors
Florida
$253K +$888 +5 +0.4%
SWA
633
Sax Wealth Advisors
New Jersey
$252K +$270K +1,518 New
HBT
634
Heartland Bank & Trust
Illinois
$250K -$3.38K -19 -1%
PWM
635
Perigon Wealth Management
California
$250K +$6.04K +34 +3%
PWPS
636
Pinnacle Wealth Planning Services
Ohio
$249K +$888 +5 +0.4%
PF
637
Phoenix Financial
Israel
$248K +$233K +1,312 New
BBL
638
Beck Bode LLC
Massachusetts
$248K +$6.57K +37 +3%
NAM
639
NorthCrest Asset Manangement
Minnesota
$247K +$227K +1,279 New
AA
640
ALPS Advisors
Colorado
$246K +$232K +1,308 New
ASN
641
Advisory Services Network
Georgia
$246K -$141K -793 -38%
BCM
642
Bayesian Capital Management
New York
$245K +$231K +1,300 New
CAM
643
Cidel Asset Management
Ontario, Canada
$244K -$19.5K -110 -8%
TRCT
644
Tower Research Capital (TRC)
New York
$243K -$73.9K -416 -24%
EC
645
EntryPoint Capital
New York
$242K +$228K +1,286 New
EWM
646
Evercore Wealth Management
New York
$241K – – –
CNB
647
Camden National Bank
Maine
$241K -$9.77K -55 -4%
EWA
648
EverSource Wealth Advisors
Alabama
$238K -$48.5K -273 -18%
AWA
649
Arkadios Wealth Advisors
Georgia
$237K +$223K +1,256 New
SS
650
SBI Securities
Japan
$235K -$2.13K -12 -1%
24 25
26
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