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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
576
Portside Wealth Group
Utah
$273K +$46.6K +392 +20%
FCP
577
Fidelis Capital Partners
Florida
$269K +$23.9K +201 +9%
GL
578
Graypoint LLC
New York
$267K +$42K +353 +18%
ONB
579
Old National Bancorp
Indiana
$267K -$3.57K -30 -1%
IIM
580
Ipswich Investment Management
Massachusetts
$266K – – –
OQS
581
Occudo Quantitative Strategies
Florida
$264K -$651K -5,476 -70%
EVM
582
Evelyn V. Moreno
$264K +$273K +2,300 New
SPC
583
Sigma Planning Corp
Michigan
$263K +$19K +160 +7%
SPWM
584
Spartan Planning & Wealth Management
North Carolina
$262K +$272K +2,289 New
LFA
585
Legacy Financial Advisors
Kentucky
$258K +$67.9K +571 +34%
SIA
586
Soltis Investment Advisors
Utah
$258K +$11.8K +99 +5%
NC
587
NinePointTwo Capital
California
$257K +$267K +2,242 New
ECP
588
Epacria Capital Partners
Colorado
$252K – – –
HIIFS
589
Harel Insurance Investments & Financial Services
Israel
$251K -$222K -1,871 -46%
IPW
590
Impact Partnership Wealth
Georgia
$249K -$113K -954 -31%
SSW
591
Smith Shellnut Wilson
Mississippi
$245K – – –
FI
592
Financial Insights
Washington
$243K -$8.32K -70 -3%
MG
593
Mather Group
Illinois
$243K -$5.23K -44 -2%
BAM
594
Berkshire Asset Management
Pennsylvania
$243K – – –
CAG
595
Csenge Advisory Group
Florida
$242K +$8.92K +75 +4%
FMAEN1
596
Fund Management at Engine No 1
California
$242K +$14.7K +124 +6%
DA
597
Denali Advisors
California
$241K +$24.4K +205 +11%
HI
598
Horizon Investments
North Carolina
$241K -$32K -269 -11%
FL
599
Fort LP
Maryland
$240K -$16.8K -141 -6%
GS
600
GTS Securities
Florida
$239K -$75K -631 -23%
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