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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
626
Wealth Preservation Advisors
Tennessee
$1.73K +$843 +9 +100%
MSWM
627
Mowery & Schoenfeld Wealth Management
Illinois
$1.63K – – –
CPG
628
Cornerstone Planning Group
New Jersey
$1.63K +$562 +6 +75%
GBT
629
Grove Bank & Trust
Florida
$1.53K +$1.5K +16 New
MA
630
Montag & Associates
Georgia
$1.49K -$375 -4 -21%
SIC
631
SJS Investment Consulting
Ohio
$1.34K -$562 -6 -30%
AWM
632
Activest Wealth Management
Florida
$1.15K -$1.78K -19 -61%
RWM
633
Rialto Wealth Management
New York
$1.06K -$281 -3 -21%
LWMI
634
Legacy Wealth Management (Idaho)
Idaho
$1.06K – – –
LIS
635
Legacy Investment Solutions
Idaho
$1.06K +$1.03K +11 New
ZBNA
636
Zions Bancorporation, National Association
Utah
$1.05K -$14K -149 -93%
RWM
637
Raffa Wealth Management
District of Columbia
$1.05K – – –
PMAM
638
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
VNA
639
Valley National Advisers
Pennsylvania
$1K +$468 +5 +50%
DF
640
Dunhill Financial
United Kingdom
$910 -$1.41K -15 -63%
TFM
641
TFC Financial Management
Massachusetts
$870 -$468 -5 -36%
BWAM
642
Boyd Watterson Asset Management
Ohio
$864 – – –
HFS
643
Hughes Financial Services
Virginia
$706 +$562 +6 New
BHWM
644
Bay Harbor Wealth Management
Maryland
$674 +$281 +3 +75%
HIA
645
HFM Investment Advisors
New Jersey
$672 +$375 +4 +133%
SWP
646
Strategic Wealth Partners
Ohio
$672 +$656 +7 New
PWA
647
Physician Wealth Advisors
Utah
$576 – – –
PWM
648
Parkworth Wealth Management
California
$576 +$281 +3 +100%
CWP
649
Clark Wealth Partners
Illinois
$576 +$562 +6 New
KG
650
Kilter Group
New York
$576 +$562 +6 New
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