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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
701
Triad Wealth Partners
Kansas
$201K +$217K +1,213 New
CA
702
Claro Advisors
Massachusetts
$201K +$216K +1,210 New
MSFS
703
Main Street Financial Solutions
Pennsylvania
$200K +$216K +1,206 New
PCA
704
Pallas Capital Advisors
Massachusetts
$200K +$216K +1,206 New
KGC
705
Kennon-Green & Company
Ohio
$200K +$216K +1,205 New
SFG
706
Strive Financial Group
Indiana
$198K
PTC
707
Private Trust Company
Ohio
$193K +$11.4K +64 +6%
NEI
708
Northwest & Ethical Investments
Ontario, Canada
$169K +$179K +999 New
CPBTD
709
Central Pacific Bank - Trust Division
Hawaii
$159K
RFP
710
Root Financial Partners
California
$155K +$13.4K +75 +9%
AA
711
Ancora Advisors
Ohio
$154K
MAM
712
Meeder Asset Management
Ohio
$146K -$2.09M -11,698 -93%
Fidelity International
713
Fidelity International
Bermuda
$145K -$15.2K -85 -9%
ECA
714
Elevated Capital Advisors
Utah
$139K +$14.7K +82 +11%
BWM
715
Bernard Wealth Management
Michigan
$133K
BC
716
Bayforest Capital
United Kingdom
$127K -$103K -577 -43%
VCM
717
Versant Capital Management
Arizona
$126K +$40.8K +228 +43%
HBT
718
Hills Bank & Trust
Iowa
$122K
WA
719
WPG Advisers
Maryland
$120K +$90.9K +508 +240%
QWM
720
Quaker Wealth Management
New Jersey
$118K
RF
721
Rossby Financial
Florida
$114K +$116K +649 +2,596%
MA
722
MCF Advisors
Kentucky
$113K +$117K +655 +2,848%
TFA
723
Transamerica Financial Advisors
Florida
$106K +$110K +616 +2,933%
BWA
724
Basecamp Wealth Advisors
Washington
$105K
UB
725
UMB Bank
Missouri
$105K -$10.7K -60 -9%