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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
576
Q3 Asset Management
Michigan
$363K +$332K +2,438 New
PMAM
577
Picton Mahoney Asset Management
Ontario, Canada
$362K -$825K -6,063 -71%
CASB
578
Cape Ann Savings Bank
Massachusetts
$361K – – –
BRWA
579
B. Riley Wealth Advisors
Florida
$359K +$19.2K +141 +6%
AWA
580
Aaron Wealth Advisors
Illinois
$354K +$324K +2,378 New
DIA
581
Dana Investment Advisors
Wisconsin
$349K – – –
GBT
582
Grove Bank & Trust
Florida
$348K +$313K +2,300 +6,053%
AFG
583
Atomi Financial Group
New York
$347K +$49.8K +366 +19%
SF
584
Sun Financial
Utah
$347K +$317K +2,327 New
FFA
585
Farther Finance Advisors
California
$346K +$180K +1,324 +132%
PWP
586
Phillips Wealth Planners
Mississippi
$341K -$75.5K -555 -21%
SSCA
587
South Shore Capital Advisors
Massachusetts
$340K +$310K +2,279 New
TCA
588
Transcend Capital Advisors
New Jersey
$336K +$307K +2,255 New
USGIU
589
U.S. Global Investors (USGI)
Texas
$330K -$17.8K -131 -6%
ECP
590
Epacria Capital Partners
Colorado
$328K – – –
FCP
591
Fidelis Capital Partners
Florida
$326K +$5.17K +38 +2%
C
592
Covestor
United Kingdom
$326K -$36.7K -270 -11%
BFA
593
Buttonwood Financial Advisors
Maryland
$323K – – –
SFS
594
Sowell Financial Services
Arkansas
$322K +$1.36K +10 +0.5%
FIM
595
Fruth Investment Management
Texas
$320K – – –
1WA
596
180 Wealth Advisors
Washington
$319K -$10.5K -77 -3%
SWM
597
Spire Wealth Management
Virginia
$318K +$275K +2,023 +1,775%
DMBA
598
Deseret Mutual Benefit Administrators
Utah
$316K – – –
SMA
599
Sage Mountain Advisors
Georgia
$316K -$21.1K -155 -7%
FFP
600
FourThought Financial Partners
Florida
$316K -$2.72K -20 -0.9%
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