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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
501
Independent Advisor Alliance
North Carolina
$551K -$2.65M -17,434 -82%
SIM
502
Studio Investment Management
Illinois
$550K -$18.1K -119 -3%
BBVA
503
Banco Bilbao Vizcaya Argentaria
Spain
$549K +$3.34K +22 +0.6%
MSS
504
Mitchell Sinkler & Starr
Pennsylvania
$548K – – –
GSEP
505
Golden State Equity Partners
California
$543K +$577K +3,794 New
VT
506
Vise Technologies
New York
$543K – – –
BMCM
507
Burns Matteson Capital Management
New York
$541K -$608 -4 -0.1%
ATS
508
Ashton Thomas Securities
New York
$540K +$1.22K +8 +0.2%
TCA
509
Transcend Capital Advisors
New Jersey
$536K +$226K +1,486 +66%
MSA
510
MUFG Securities Americas
New York
$531K +$14.7K +97 +3%
DE
511
Diversified Enterprises
Delaware
$530K +$563K +3,701 New
USGIU
512
U.S. Global Investors (USGI)
Texas
$528K +$224K +1,473 +67%
SAM
513
Securian Asset Management
Minnesota
$522K – – –
IWA
514
Icon Wealth Advisors
Texas
$519K +$10.6K +70 +2%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$517K – – –
EAM
516
Eventide Asset Management
Massachusetts
$515K +$23.9K +157 +5%
KAS
517
Kestra Advisory Services
Texas
$515K -$31.3K -206 -5%
JRPIM
518
Journey Retirement Planning & Investment Management
Idaho
$513K -$1.6M -10,501 -75%
DTC
519
Davidson Trust Company
Washington
$512K – – –
CIA
520
Concurrent Investment Advisors
Florida
$511K -$406K -2,669 -43%
DMBA
521
Deseret Mutual Benefit Administrators
Utah
$511K +$220K +1,446 +68%
PFPG
522
Pinnacle Financial Partners (Georgia)
Georgia
$511K -$27.1K -178 -5%
OC
523
Oppenheimer & Co
New York
$511K – – –
HR
524
Hardy Reed
Mississippi
$499K -$4.26K -28 -0.8%
PFA
525
Pure Financial Advisors
California
$499K +$1.37K +9 +0.3%
19 20
21
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