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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
551
Gen-Wealth Partners
Michigan
$425K -$164K -1,206 -30%
LFA
552
Legacy Financial Advisors
Kentucky
$424K -$13.2K -97 -3%
SB
553
Simmons Bank
Arkansas
$421K – – –
RAG
554
RIA Advisory Group
Iowa
$420K -$20.1K -148 -5%
KWA
555
Kingswood Wealth Advisors
California
$418K +$20.8K +153 +6%
CPIG
556
Chicago Partners Investment Group
Illinois
$417K +$12.8K +94 +4%
LA
557
Lifeworks Advisors
Michigan
$416K +$7.08K +52 +2%
SPIA
558
Steward Partners Investment Advisory
New York
$416K +$86.3K +634 +29%
AIM
559
Anchor Investment Management
South Carolina
$415K -$12.2K -90 -3%
BIAS
560
Beacon Investment Advisory Services
New Jersey
$412K +$23K +169 +7%
PNC
561
Park National Corp
Ohio
$406K +$371K +2,724 New
CFAM
562
Center For Asset Management
Florida
$399K -$62.1K -456 -15%
RB
563
Rodgers Brothers
Pennsylvania
$396K – – –
PFG
564
PAX Financial Group
Texas
$396K -$60.1K -442 -14%
FAT
565
First American Trust
California
$392K +$544 +4 +0.2%
VWM
566
Venturi Wealth Management
Texas
$391K +$6.67K +49 +2%
XT
567
XTX Topco
Cayman Islands
$387K +$354K +2,600 New
PTC
568
Private Trust Company
Ohio
$386K +$1.91K +14 +0.5%
PHIC
569
Pine Haven Investment Counsel
Massachusetts
$383K – – –
HWAM
570
Hennion & Walsh Asset Management
New Jersey
$375K -$7.21K -53 -2%
HA
571
Herold Advisors
New York
$373K – – –
SC
572
Syon Capital
California
$372K +$98K +720 +41%
VCM
573
Versant Capital Management
Arizona
$369K +$4.22K +31 +1%
NW
574
NewEdge Wealth
Pennsylvania
$364K +$332K +2,441 New
AC
575
AlphaCore Capital
California
$363K +$53.3K +392 +19%
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