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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
826
Raffa Wealth Management
District of Columbia
$3.2K +$710 +4 +31%
GBT
827
Grove Bank & Trust
Florida
$3.01K – – –
HFS
828
Hughes Financial Services
Virginia
$3.01K +$1.42K +8 +100%
BWL
829
Bogart Wealth LLC
Virginia
$3.01K +$1.95K +11 +220%
AW
830
Avion Wealth
Texas
$3K +$1.78K +10 +100%
WB
831
Webster Bank
Connecticut
$2.83K +$2.66K +15 New
DF
832
Dunhill Financial
United Kingdom
$2.74K -$178 -1 -7%
CFM
833
Cornerstone Financial Management
Massachusetts
$2.64K +$355 +2 +17%
TFM
834
TFC Financial Management
Massachusetts
$2.46K +$710 +4 +44%
PWA
835
Physician Wealth Advisors
Utah
$2.45K -$355 -2 -13%
AT
836
Arlington Trust
Alabama
$2.45K – – –
KG
837
Kilter Group
New York
$2.26K -$178 -1 -8%
AG
838
AmeriFlex Group
Nevada
$2.26K +$2.13K +12 New
BH
839
Burk Holdings
Oklahoma
$1.88K – – –
BDPWM
840
Barnes Dennig Private Wealth Management
Ohio
$1.88K +$1.78K +10 New
SFCL
841
Strengthening Families & Communities LLC
Massachusetts
$1.88K +$1.78K +10 New
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
$1.88K – – –
AA
843
Addison Advisors
Vermont
$1.7K +$1.6K +9 New
CIAM
844
Caitong International Asset Management
Hong Kong
$1.7K -$64.5K -363 -98%
BWAM
845
Boyd Watterson Asset Management
Ohio
$1.7K – – –
HIA
846
Harbor Investment Advisory
Maryland
$1.7K – – –
GEA
847
Glen Eagle Advisors
New Jersey
$1.7K +$1.6K +9 New
LAS
848
Lloyd Advisory Services
Georgia
$1.7K +$1.6K +9 New
PWA
849
Provenance Wealth Advisors
Florida
$1.7K +$1.6K +9 New
IPS
850
Investors Portfolio Services
Washington
$1.51K – – –
32 33
34
35 36