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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
651
SVB Wealth
Massachusetts
$260K +$280K +1,568 New
EWA
652
EverSource Wealth Advisors
Alabama
$256K +$92.5K +517 +51%
BMWM
653
Brown Miller Wealth Management
Virginia
$255K – – –
AF
654
Allworth Financial
California
$254K +$9.48K +53 +4%
AF
655
Alerus Financial
North Dakota
$253K – – –
FRA
656
Frank Rimerman Advisors
California
$250K – – –
PWAM
657
Pinnacle West Asset Management
Wyoming
$249K – – –
BCI
658
Blue Capital Inc
Nebraska
$247K +$266K +1,488 New
MGWM
659
Marks Group Wealth Management
Minnesota
$247K +$2.68K +15 +1%
SCA
660
Snowden Capital Advisors
New York
$245K +$263K +1,470 New
EPW
661
Evolve Private Wealth
California
$245K +$264K +1,476 New
WIA
662
World Investment Advisors
California
$243K +$262K +1,464 New
TWM
663
Tradition Wealth Management
Minnesota
$243K +$262K +1,462 New
AIA
664
Armor Investment Advisors
North Carolina
$243K – – –
KWM
665
Kingsview Wealth Management
Oregon
$242K -$1.61K -9 -0.6%
APA
666
Astoria Portfolio Advisors
New York
$242K -$12.3K -69 -5%
WPC
667
Wedmont Private Capital
Pennsylvania
$238K +$247K +1,380 New
CW
668
CreativeOne Wealth
Kansas
$237K -$894 -5 -0.3%
DOA
669
D'Orazio & Associates
Virginia
$235K +$254K +1,418 New
AU
670
AlphaGrep UK
$234K +$253K +1,412 New
AP
671
Arlington Partners
Alabama
$234K +$252K +1,410 New
CAM
672
Cidel Asset Management
Ontario, Canada
$233K +$19.7K +110 +8%
TP
673
TritonPoint Partners
Maryland
$230K -$16.5K -92 -6%
CI
674
CX Institutional
Indiana
$228K -$358 -2 -0.1%
OCA
675
OpenArc Corporate Advisory
Georgia
$227K +$21.1K +118 +9%
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