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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
501
Pure Financial Advisors
California
$354K +$224 +2 +0.1%
CS
502
Cannell & Spears
New York
$354K -$448 -4 -0.1%
AIM
503
Advyzon Investment Management
Illinois
$354K +$18.6K +166 +6%
AG
504
Ascent Group
Virginia
$349K -$2.06M -18,390 -86%
CIAS
505
CFS Investment Advisory Services
New Jersey
$349K -$86.3K -771 -20%
ACIM
506
Azimuth Capital Investment Management
Michigan
$348K +$22.4K +200 +7%
LFA
507
Legacy Financial Advisors
Kentucky
$348K -$46.6K -416 -12%
AIM
508
Anchor Investment Management
South Carolina
$347K -$11.2K -100 -3%
MSA
509
MUFG Securities Americas
New York
$347K +$62.4K +557 +22%
MCM
510
Manchester Capital Management
Vermont
$344K -$19.5K -174 -5%
AGWCA
511
Annis Gardner Whiting Capital Advisors
Florida
$340K +$17.6K +157 +6%
SFA
512
Sequoia Financial Advisors
Ohio
$337K +$24.4K +218 +8%
PFSC
513
Peoples Financial Services Corp
Pennsylvania
$332K – – –
VCA
514
Verdence Capital Advisors
Maryland
$332K -$784K -6,999 -71%
RAG
515
RIA Advisory Group
Iowa
$330K +$324K +2,892 New
FTWA
516
Fifth Third Wealth Advisors
Ohio
$330K -$784 -7 -0.2%
LA
517
Lifeworks Advisors
Michigan
$329K +$1.34K +12 +0.4%
SB
518
Simmons Bank
Arkansas
$323K -$8.51K -76 -3%
EWA
519
EP Wealth Advisors
California
$313K +$58K +518 +23%
EAM
520
Eventide Asset Management
Massachusetts
$310K +$302K +2,700 New
FFM
521
Forum Financial Management
Illinois
$310K +$11.3K +101 +4%
CL
522
Choreo LLC
Illinois
$308K -$28.8K -257 -9%
AAS
523
Avantax Advisory Services
Texas
$305K +$27.4K +245 +10%
RB
524
Rodgers Brothers
Pennsylvania
$304K – – –
HWAM
525
Hennion & Walsh Asset Management
New Jersey
$303K +$297K +2,652 New
19 20
21
22 23