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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EP Wealth Advisors
California
$340K -$123K -810 -25%
SC
602
Syon Capital
California
$340K -$18.4K -121 -5%
VWM
603
Venturi Wealth Management
Texas
$340K -$38.1K -251 -10%
SF
604
Sun Financial
Utah
$340K -$17.6K -116 -5%
VAS
605
Vestmark Advisory Solutions
Massachusetts
$337K -$79.8K -525 -18%
PFG
606
PAX Financial Group
Texas
$336K -$46.5K -306 -12%
SSCA
607
South Shore Capital Advisors
Massachusetts
$326K – – –
BRWA
608
B. Riley Wealth Advisors
Florida
$323K -$19.6K -129 -5%
FCP
609
Fidelis Capital Partners
Florida
$321K +$8.21K +54 +2%
DIA
610
Dana Investment Advisors
Wisconsin
$321K -$15.2K -100 -4%
EWM
611
Empirical Wealth Management
Washington
$316K +$52.3K +344 +18%
TG
612
TCW Group
California
$316K +$16.3K +107 +5%
SWM
613
Spire Wealth Management
Virginia
$315K +$9.88K +65 +3%
ECP
614
Epacria Capital Partners
Colorado
$315K – – –
FAT
615
First American Trust
California
$314K -$66K -434 -17%
JFG
616
Jefferies Financial Group
New York
$314K +$333K +2,192 New
OAM
617
Oxford Asset Management
United Kingdom
$314K +$333K +2,192 New
FISPB
618
Fideuram - Intesa Sanpaolo Private Banking
$314K +$333K +2,191 New
AWAU
619
Alliance Wealth Advisors (Utah)
Utah
$312K -$151K -993 -31%
BFA
620
Buttonwood Financial Advisors
Maryland
$310K – – –
LFG
621
Larson Financial Group
Missouri
$308K +$20.7K +136 +7%
CASB
622
Cape Ann Savings Bank
Massachusetts
$308K -$41.8K -275 -11%
FIM
623
Fruth Investment Management
Texas
$307K – – –
1WA
624
180 Wealth Advisors
Washington
$306K -$1.22K -8 -0.4%
SFSG
625
Sound Financial Strategies Group
Mississippi
$304K -$454K -2,989 -58%
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