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C.H. Robinson
CHRW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
SHP Wealth Management
Massachusetts
$1.92K +$537 +3 +33%
EWP
852
Elevation Wealth Partners
California
$1.83K +$716 +4 +57%
IAAG
853
Innovative Asset Advisors Group
Connecticut
$1.83K +$1.97K +11 New
SWP
854
Strategic Wealth Partners
Ohio
$1.7K +$537 +3 +43%
BH
855
Burk Holdings
Oklahoma
$1.66K +$1.79K +10 New
TSMHT
856
Thurston Springer Miller Herd & Titak
Indiana
$1.66K – – –
TFM
857
TFC Financial Management
Massachusetts
$1.5K – – –
BWAM
858
Boyd Watterson Asset Management
Ohio
$1.5K – – –
HIA
859
HFM Investment Advisors
New Jersey
$1.5K – – –
HIA
860
Harbor Investment Advisory
Maryland
$1.5K +$716 +4 +80%
VWM
861
Vermillion Wealth Management
Minnesota
$1.5K +$1.61K +9 New
HFS
862
Hughes Financial Services
Virginia
$1.33K +$358 +2 +33%
CFG
863
Clayton Financial Group
Missouri
$1.33K – – –
IPS
864
Investors Portfolio Services
Washington
$1.31K – – –
SC
865
SouthState Corp
Florida
$1.16K – – –
AWM
866
Abound Wealth Management
Tennessee
$1.08K +$1.07K +6 New
AW
867
Avion Wealth
Texas
$1K -$24.5K -137 -93%
FC
868
Financial Consulate
Maryland
$998 +$358 +2 +50%
JFG
869
JDM Financial Group
Texas
$996 +$1.07K +6 New
SIM
870
Synergy Investment Management
Florida
$996 +$1.07K +6 New
SEP
871
Signature Equity Partners
Ohio
$833 -$24.3K -136 -96%
ACA
872
American Capital Advisory
Idaho
$831 +$179 +1 +25%
AFG
873
Albion Financial Group
Utah
$831 +$894 +5 New
CCM
874
Chilton Capital Management
Texas
$831 +$894 +5 New
BWL
875
Bogart Wealth LLC
Virginia
$830 -$358 -2 -29%
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