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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
626
Transcend Capital Advisors
New Jersey
$320K -$275K -1,780 -48%
CT
627
Caldwell Trust
Florida
$316K – – –
SFI
628
Siemens Fonds Invest
Germany
$315K – – –
BDF
629
Black Diamond Financial
Maryland
$314K – – –
EWA
630
EP Wealth Advisors
California
$313K -$70.2K -454 -19%
NL
631
NWAM LLC
Washington
$313K +$2.63K +17 +0.9%
EWM
632
Empirical Wealth Management
Washington
$311K -$45.8K -296 -13%
CCA
633
Checchi Capital Advisers
California
$311K +$22K +142 +8%
GWP
634
Gateway Wealth Partners
Wisconsin
$311K +$19.9K +129 +7%
MAS
635
Meeder Advisory Services
Ohio
$309K -$6.03K -39 -2%
SAM
636
Smartleaf Asset Management
Massachusetts
$308K – – –
CAM
637
Cidel Asset Management
Ontario, Canada
$308K – – –
RA
638
RFG Advisory
Alabama
$307K +$9.9K +64 +4%
AWM
639
Aberdeen Wealth Management
Illinois
$307K -$236K -1,525 -45%
GWAM
640
Guardian Wealth Advisors (Minnesota)
Minnesota
$306K -$4.64K -30 -2%
PFWA
641
Paces Ferry Wealth Advisors
Georgia
$306K -$9.43K -61 -3%
FFO
642
Fiduciary Family Office
Florida
$303K – – –
HP
643
Havemeyer Place
Connecticut
$297K +$282K +1,825 New
PWP
644
Phillips Wealth Planners
Mississippi
$296K -$1.86K -12 -0.7%
KPWS
645
Kestra Private Wealth Services
Texas
$296K -$6.8K -44 -2%
BP
646
Ballentine Partners
Massachusetts
$295K +$15.2K +98 +6%
OCA
647
OpenArc Corporate Advisory
Georgia
$294K +$41.9K +271 +18%
ACM
648
Advisors Capital Management
New Jersey
$294K -$30.9K -200 -10%
MYAM
649
Meiji Yasuda Asset Management
Japan
$292K +$12.1K +78 +5%
GA
650
Gordian Advisors
Arizona
$292K – – –
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26
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