We are live on ! Find out more
CHRW icon

C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
MCF Advisors
Kentucky
$1.34K – – –
RMP
652
Richards, Merrill & Peterson
Washington
$1.34K +$1.4K +13 New
RWM
653
Raffa Wealth Management
District of Columbia
$1.14K – – –
LIS
654
Legacy Investment Solutions
Idaho
$1.06K – – –
LWMI
655
Legacy Wealth Management (Idaho)
Idaho
$1.06K – – –
TWD
656
True Wealth Design
Ohio
$1.03K +$108 +1 +11%
FMP
657
Financial Management Professionals
Texas
$1.03K +$1.08K +10 New
TFA
658
Transamerica Financial Advisors
Florida
$1K -$646 -6 -67%
AW
659
Avion Wealth
Texas
$1K – – –
MFA
660
McClarren Financial Advisors
Pennsylvania
$1K – – –
PMAM
661
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
VNA
662
Valley National Advisers
Pennsylvania
$1K – – –
BWAM
663
Boyd Watterson Asset Management
Ohio
$930 – – –
CPG
664
Cornerstone Planning Group
New Jersey
$872 – – –
RTC
665
Riverview Trust Company
Washington
$723 +$753 +7 New
BFPW
666
BOK Financial Private Wealth
Colorado
$624 +$646 +6 New
GFPC
667
Global Financial Private Client
Florida
$620 +$646 +6 New
PWA
668
Physician Wealth Advisors
Utah
$620 +$646 +6 New
PWA
669
Principia Wealth Advisory
Texas
$620 +$646 +6 New
ZB
670
Zions Bancorporation
Utah
$517 – – –
CFGS
671
Concourse Financial Group Securities
Alabama
$421 – – –
ANBT
672
American National Bank & Trust
Texas
$310 – – –
CT
673
Colonial Trust
South Carolina
$310 – – –
ACA
674
Atlas Capital Advisors
Wyoming
$309 – – –
DCP
675
Distillate Capital Partners
Illinois
$207 +$215 +2 New