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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
551
Central Trust Company
Missouri
$124K -$13.9K -153 -11%
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$118K +$23.6K +259 +26%
NFG
553
Next Financial Group
Texas
$115K +$1.73K +19 +2%
FTDI
554
First Trust Direct Indexing
Massachusetts
$111K +$106K +1,165 New
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$107K +$103K +1,127 New
AS
556
Altshuler Shaham
Israel
$103K -$29.7K -326 -23%
GRP
557
Global Retirement Partners
California
$102K -$4.1K -45 -4%
COCM
558
Charter Oak Capital Management
New Hampshire
$95K +$91.1K +1,000 New
FF
559
FourThought Financial
Florida
$95K +$91.6K +1,006 New
HDIM
560
Hanson & Doremus Investment Management
Vermont
$93K +$24.1K +265 +37%
BAM
561
Bellevue Asset Management
Washington
$91K – – –
ARMC
562
American Research & Management Company
Massachusetts
$88K – – –
JWM
563
Janiczek Wealth Management
Colorado
$78K +$56.7K +623 +313%
WB
564
Webster Bank
Connecticut
$76K – – –
HFM
565
Harvest Fund Management
China
$71K – – –
WTC
566
WhitTier Trust Company
Nevada
$71K – – –
CM
567
Capula Management
Cayman Islands
$65K +$61.9K +680 New
TCM
568
Tradewinds Capital Management
Washington
$61K – – –
T
569
TOBAM
France
$51K -$23.3K -256 -32%
GLLW
570
Graves Light Lenhart Wealth
Virginia
$51K +$49.3K +541 New
EI
571
Ellevest Inc
New York
$50K +$8.65K +95 +22%
TIM
572
Tortoise Investment Management
New York
$50K +$48.2K +529 New
DAM
573
Delta Asset Management
Tennessee
$48K – – –
CFO
574
CVA Family Office
Colorado
$46K -$27.1K -298 -38%
TPCW
575
TD Private Client Wealth
New York
$44.1K +$547 +6 +1%
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