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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
N
676
Numerai
California
$252K +$239K +1,548 New
PF
677
Phoenix Financial
Israel
$249K +$236K +1,528 New
WT
678
Whittier Trust
California
$249K +$47.3K +306 +26%
FIA
679
Foundations Investment Advisors
Arizona
$248K -$4.33K -28 -2%
TWP
680
Triad Wealth Partners
Kansas
$247K -$469K -3,033 -68%
PGFC
681
Peapack-Gladstone Financial Corp
New Jersey
$245K -$155 -1 -0.1%
HBT
682
Hills Bank & Trust
Iowa
$244K – – –
SPC
683
Sigma Planning Corp
Michigan
$243K -$5.41K -35 -2%
SSWM
684
Strait & Sound Wealth Management
California
$243K – – –
AWAU
685
Alliance Wealth Advisors (Utah)
Utah
$242K -$108K -696 -32%
CAMG
686
CWA Asset Management Group
Florida
$240K +$6.03K +39 +3%
CI
687
CX Institutional
Indiana
$240K +$2.63K +17 +1%
BJL
688
Brighton Jones LLC
Washington
$239K -$21.8K -141 -9%
RIP
689
RAM Investment Partners
Washington
$238K -$2.17K -14 -0.9%
PWP
690
Private Wealth Partners
California
$236K – – –
FA
691
Faithward Advisors
Pennsylvania
$236K -$6.34K -41 -3%
LFAS
692
Level Four Advisory Services
Texas
$235K +$223K +1,444 New
AI
693
Accredited Investors
Minnesota
$233K – – –
BAAM
694
Baker Avenue Asset Management
California
$232K +$220K +1,424 New
BWA
695
Basecamp Wealth Advisors
Washington
$232K – – –
SWP
696
Sagespring Wealth Partners
Tennessee
$232K -$21K -136 -9%
ECM
697
Evergreen Capital Management
Washington
$231K -$277K -1,788 -56%
PP
698
PDS Planning
Ohio
$230K -$2.78K -18 -1%
GAMA
699
Graticule Asia Macro Advisors
New York
$228K +$216K +1,396 New
GT
700
Glenview Trust
Kentucky
$228K -$619 -4 -0.3%
26 27
28
29 30