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C.H. Robinson

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
776
Physician Wealth Advisors
Utah
$2.41K +$739 +5 +50%
KG
777
Kilter Group
New York
$2.41K +$1.03K +7 +88%
RWM
778
Rialto Wealth Management
New York
$2.25K +$148 +1 +8%
BW
779
Basepoint Wealth
Iowa
$2.14K +$1.92K +13 New
DF
780
Dunhill Financial
United Kingdom
$2.13K +$591 +4 +44%
BHWM
781
Bay Harbor Wealth Management
Maryland
$2.1K +$739 +5 +63%
CFM
782
Cornerstone Financial Management
Massachusetts
$1.93K +$1.77K +12 New
WA
783
Whipplewood Advisors
Colorado
$1.93K +$1.77K +12 New
RWM
784
Raffa Wealth Management
District of Columbia
$1.77K – – –
TSMHT
785
Thurston Springer Miller Herd & Titak
Indiana
$1.61K +$1.48K +10 New
TFM
786
TFC Financial Management
Massachusetts
$1.46K – – –
AGWCA
787
Annis Gardner Whiting Capital Advisors
Florida
$1.45K +$1.33K +9 New
BWAM
788
Boyd Watterson Asset Management
Ohio
$1.45K – – –
HIA
789
HFM Investment Advisors
New Jersey
$1.45K – – –
SWM
790
SHP Wealth Management
Massachusetts
$1.37K +$1.33K +9 New
IPS
791
Investors Portfolio Services
Washington
$1.34K +$1.18K +8 New
CFG
792
Clayton Financial Group
Missouri
$1.29K +$1.18K +8 New
EWP
793
Elevation Wealth Partners
California
$1.13K – – –
SC
794
SouthState Corp
Florida
$1.13K – – –
AUB
795
Atlantic Union Bankshares
Virginia
$1.13K +$1.03K +7 New
SWP
796
Strategic Wealth Partners
Ohio
$1.13K – – –
BWL
797
Bogart Wealth LLC
Virginia
$1.13K +$443 +3 +75%
BFS
798
Bare Financial Services
Pennsylvania
$1.13K +$1.03K +7 New
CWP
799
Clark Wealth Partners
Illinois
$965 – – –
HFS
800
Hughes Financial Services
Virginia
$965 – – –