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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
526
Simmons Bank
Arkansas
$346K – – –
MOS
527
MGO One Seven
Ohio
$336K +$326K +2,743 New
LA
528
Lifeworks Advisors
Michigan
$336K -$16.6K -140 -5%
MNA
529
Manning & Napier Advisors
New York
$332K +$323K +2,712 New
PWP
530
Phillips Wealth Planners
Mississippi
$328K +$315K +2,651 New
RB
531
Rodgers Brothers
Pennsylvania
$326K – – –
KWA
532
Kingswood Wealth Advisors
California
$325K +$3.81K +32 +1%
CPCPP
533
Canada Post Corporation Pension Plan
Canada
$325K – – –
FAT
534
First American Trust
California
$322K +$1.55K +13 +0.5%
BIAS
535
Beacon Investment Advisory Services
New Jersey
$319K +$119 +1 +0%
MSE
536
MUFG Securities EMEA
United Kingdom
$318K +$260K +2,186 +531%
PTC
537
Private Trust Company
Ohio
$316K -$6.07K -51 -2%
VWM
538
Venturi Wealth Management
Texas
$315K -$1.31K -11 -0.4%
HWAM
539
Hennion & Walsh Asset Management
New Jersey
$315K -$9.75K -82 -3%
PHIC
540
Pine Haven Investment Counsel
Massachusetts
$315K – – –
II
541
Inspire Investing
Idaho
$307K +$6.42K +54 +2%
HA
542
Herold Advisors
New York
$306K – – –
BAM
543
Berkshire Asset Management
Pennsylvania
$304K – – –
CPIG
544
Chicago Partners Investment Group
Illinois
$301K +$12.6K +106 +4%
C
545
Covestor
United Kingdom
$301K +$87K +732 +42%
CAMG
546
CWA Asset Management Group
Florida
$300K -$951 -8 -0.3%
MFG
547
Merit Financial Group
Georgia
$300K +$48.5K +408 +20%
VCM
548
Versant Capital Management
Arizona
$300K -$10.8K -91 -4%
CASB
549
Cape Ann Savings Bank
Massachusetts
$297K – – –
MMA
550
Mizuho Markets Americas
New York
$296K -$13.7K -115 -5%
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