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Expeditors International

Name Holding Trade Value Shares
Change
Change in
Stake
PL
601
Perpetual Ltd
Australia
$265K +$245K +2,080 New
AAS
602
Avantax Advisory Services
Texas
$264K -$38.4K -326 -14%
NL
603
NWAM LLC
Washington
$263K +$244K +2,069 New
WI
604
Wintrust Investments
Illinois
$263K
NIM
605
NEOS Investment Management
Connecticut
$262K +$243K +2,063 New
GWAM
606
Guardian Wealth Advisors (Minnesota)
Minnesota
$261K +$4.36K +37 +2%
ACIM
607
Azimuth Capital Investment Management
Michigan
$261K -$1.06K -9 -0.4%
Envestnet Portfolio Solutions
608
Envestnet Portfolio Solutions
Illinois
$260K +$33.4K +283 +16%
S
609
SimplyRich
California
$259K -$354 -3 -0.1%
FCP
610
Fidelis Capital Partners
Florida
$258K -$37.3K -316 -13%
N
611
Natixis
France
$256K +$238K +2,015 New
JWBC
612
John W. Bristol & Co
New York
$254K
FFA
613
Farther Finance Advisors
California
$252K +$148K +1,255 +173%
BFM
614
Boothbay Fund Management
New York
$251K +$233K +1,977 New
PA
615
Profund Advisors
Maryland
$250K +$232K +1,968 New
APWM
616
Argonautica Private Wealth Management
Massachusetts
$250K
I
617
IMPACTfolio
Colorado
$248K +$9.67K +82 +4%
CT
618
Caldwell Trust
Florida
$247K
SF
619
Summit Financial
New Jersey
$247K +$229K +1,939 New
CCA
620
Checchi Capital Advisers
California
$238K +$221K +1,874 New
HIIFS
621
Harel Insurance Investments & Financial Services
Israel
$238K -$37.6K -319 -15%
MOS
622
MGO One Seven
Ohio
$236K -$1.77K -15 -0.8%
CWM
623
Concentrum Wealth Management
California
$233K +$217K +1,836 New
PCTC
624
Perkins Coie Trust Company
Washington
$231K
GL
625
Graypoint LLC
New York
$231K -$60.7K -515 -22%