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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
551
Empirical Finance
Pennsylvania
$256K +$15.5K +124 +6%
B
552
Barings
North Carolina
$255K +$268K +2,143 New
PNC
553
Park National Corp
Ohio
$254K – – –
SW
554
SVB Wealth
Massachusetts
$249K +$43.2K +345 +20%
SDIC
555
South Dakota Investment Council
South Dakota
$245K – – –
ACM
556
AlphaStar Capital Management
North Carolina
$245K +$256K +2,043 New
MFW
557
Meristem Family Wealth
Minnesota
$243K +$255K +2,040 New
HPM
558
Hudson Portfolio Management
New York
$241K -$103K -825 -29%
BIAS
559
Beacon Investment Advisory Services
New Jersey
$240K +$3.38K +27 +1%
CFG
560
Citizens Financial Group
Rhode Island
$239K +$12K +96 +5%
JWBC
561
John W. Bristol & Co
New York
$238K – – –
MSFS
562
Main Street Financial Solutions
Pennsylvania
$238K – – –
SSW
563
Smith Shellnut Wilson
Mississippi
$232K +$4.63K +37 +2%
CT
564
Caldwell Trust
Florida
$231K – – –
MSS
565
Mitchell Sinkler & Starr
Pennsylvania
$228K – – –
SP
566
Successful Portfolios
Florida
$222K – – –
ACM
567
Azimuth Capital Management
Michigan
$220K – – –
BFS
568
Bradley Foster & Sargent
Connecticut
$220K +$17.9K +143 +8%
ETC
569
Exchange Traded Concepts
Oklahoma
$215K -$626K -5,003 -74%
NFC
570
Northeast Financial Consultants
Connecticut
$214K – – –
AG
571
AIA Group
Hong Kong
$211K +$222K +1,772 New
KPWS
572
Kestra Private Wealth Services
Texas
$210K -$12.5K -100 -5%
CWM
573
Connecticut Wealth Management
Connecticut
$208K -$376 -3 -0.2%
CCA
574
Checchi Capital Advisers
California
$205K +$3.5K +28 +2%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$204K +$1.25K +10 +0.6%
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