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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
526
Principal Street Partners
Tennessee
$231K +$206K +2,143 New
HWM
527
Hohimer Wealth Management
Washington
$230K -$189K -1,968 -48%
CANY
528
Caxton Associates (New York)
New York
$229K +$205K +2,127 New
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$220K +$196K +2,039 New
JWBC
530
John W. Bristol & Co
New York
$215K +$193K +2,000 New
MSFS
531
Main Street Financial Solutions
Pennsylvania
$215K +$193K +2,000 New
BIAS
532
Beacon Investment Advisory Services
New Jersey
$214K +$191K +1,987 New
VWA
533
V Wealth Advisors
Kansas
$213K -$36.7K -381 -16%
MAM
534
Meeder Asset Management
Ohio
$213K +$55.2K +573 +41%
SWM
535
Spire Wealth Management
Virginia
$212K +$190K +1,972 New
KPWS
536
Kestra Private Wealth Services
Texas
$211K +$188K +1,957 New
CT
537
Caldwell Trust
Florida
$209K – – –
FC
538
FORA Capital
Florida
$208K -$643K -6,684 -78%
SW
539
SVB Wealth
Massachusetts
$206K +$184K +1,907 New
SSW
540
Smith Shellnut Wilson
Mississippi
$206K +$184K +1,913 New
MSS
541
Mitchell Sinkler & Starr
Pennsylvania
$206K +$184K +1,915 New
SDIC
542
South Dakota Investment Council
South Dakota
$205K – – –
SP
543
Successful Portfolios
Florida
$204K +$182K +1,892 New
SIM
544
Sentry Investment Management
Wisconsin
$196K -$838K -8,707 -83%
KFP
545
KB Financial Partners
New Jersey
$193K +$173K +1,794 New
AAM
546
Advisors Asset Management
Colorado
$182K -$71K -738 -30%
LS
547
Livforsakringsbolaget Skandia
Sweden
$180K – – –
HBT
548
Hills Bank & Trust
Iowa
$176K – – –
APP
549
Alpha Paradigm Partners
Illinois
$176K +$157K +1,632 New
SFS
550
Sowell Financial Services
Arkansas
$167K -$133K -1,378 -49%
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