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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
676
Wealth Preservation Advisors
Tennessee
$2.38K – – –
MSWM
677
Mowery & Schoenfeld Wealth Management
Illinois
$2.25K – – –
CPG
678
Cornerstone Planning Group
New Jersey
$2.17K – – –
GBT
679
Grove Bank & Trust
Florida
$2.12K – – –
MA
680
Montag & Associates
Georgia
$1.97K – – –
SIC
681
SJS Investment Consulting
Ohio
$1.85K – – –
AWM
682
Activest Wealth Management
Florida
$1.85K +$235 +2 +17%
RWM
683
Rialto Wealth Management
New York
$1.72K +$235 +2 +18%
MAM
684
Marquette Asset Management
Minnesota
$1.72K +$1.52K +13 New
RWM
685
Raffa Wealth Management
District of Columbia
$1.46K – – –
ZBNA
686
Zions Bancorporation, National Association
Utah
$1.46K – – –
PWA
687
Physician Wealth Advisors
Utah
$1.32K +$469 +4 +67%
DF
688
Dunhill Financial
United Kingdom
$1.25K – – –
TFM
689
TFC Financial Management
Massachusetts
$1.2K – – –
BWAM
690
Boyd Watterson Asset Management
Ohio
$1.19K – – –
HIA
691
HFM Investment Advisors
New Jersey
$1.19K +$235 +2 +29%
BHWM
692
Bay Harbor Wealth Management
Maryland
$1.06K +$117 +1 +14%
KG
693
Kilter Group
New York
$1.06K +$235 +2 +33%
CWP
694
Clark Wealth Partners
Illinois
$965 – – –
SC
695
SouthState Corp
Florida
$927 -$7.04K -60 -90%
SWP
696
Strategic Wealth Partners
Ohio
$927 – – –
EWP
697
Elevation Wealth Partners
California
$927 +$821 +7 New
HHGA
698
Halbert Hargrove Global Advisors
California
$927 +$821 +7 New
HFS
699
Hughes Financial Services
Virginia
$910 – – –
TCB
700
Texas Capital Bancshares
Texas
$794 +$704 +6 New
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