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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
C
651
Covestor
United Kingdom
$149K -$68.1K -461 -33%
SOW
652
State of Wyoming
Wyoming
$141K +$129K +875 New
RFP
653
Root Financial Partners
California
$138K +$11.8K +80 +10%
BWM
654
Bernard Wealth Management
Michigan
$129K – – –
ECA
655
Elevated Capital Advisors
Utah
$121K +$111K +753 New
HBT
656
Hills Bank & Trust
Iowa
$118K +$108K +732 New
QWM
657
Quaker Wealth Management
New Jersey
$114K – – –
UB
658
UMB Bank
Missouri
$111K +$5.02K +34 +5%
BTI
659
Blue Trust Inc
Georgia
$107K -$591 -4 -0.6%
SSA
660
Schonfeld Strategic Advisors
New York
$107K +$98.2K +665 New
BWA
661
Basecamp Wealth Advisors
Washington
$102K +$93.5K +633 New
HNB
662
Huntington National Bank
Ohio
$90.3K -$10K -68 -11%
GM
663
GeoWealth Management
Illinois
$90.2K +$1.63K +11 +2%
VCM
664
Versant Capital Management
Arizona
$85.2K +$1.48K +10 +2%
CA
665
Clearstead Advisors
Ohio
$84.4K +$41.5K +281 +115%
EB
666
Eastern Bank
Massachusetts
$78.8K – – –
WTC
667
WhitTier Trust Company
Nevada
$77.1K -$10.3K -70 -13%
SSG
668
Summit Securities Group
New York
$76.5K +$40.2K +272 +133%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$73.5K -$1.03K -7 -2%
KFI
670
Key Financial Inc
Pennsylvania
$73K – – –
FNWA
671
Financial Network Wealth Advisors
Utah
$69.3K -$2.81K -19 -4%
AF
672
Advisornet Financial
Minnesota
$67.2K – – –
CFB
673
Cullen/Frost Bankers
Texas
$65.2K +$4.88K +33 +9%
CH
674
Cromwell Holdings
Wyoming
$62.9K – – –
TFA
675
Toth Financial Advisory
Virginia
$58.1K +$295 +2 +0.6%
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27
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