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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
676
Ipswich Investment Management
Massachusetts
$257K – – –
EI
677
Ellevest Inc
New York
$256K -$75.5K -488 -24%
HNB
678
Huntington National Bank
Ohio
$253K +$7.27K +47 +3%
N
679
Numerai
California
$252K +$239K +1,548 New
PF
680
Phoenix Financial
Israel
$249K +$236K +1,528 New
WT
681
Whittier Trust
California
$249K +$47.3K +306 +26%
FIA
682
Foundations Investment Advisors
Arizona
$248K -$4.33K -28 -2%
TWP
683
Triad Wealth Partners
Kansas
$247K -$469K -3,033 -68%
PGFC
684
Peapack-Gladstone Financial Corp
New Jersey
$245K -$155 -1 -0.1%
HBT
685
Hills Bank & Trust
Iowa
$244K – – –
SPC
686
Sigma Planning Corp
Michigan
$243K -$5.41K -35 -2%
SSWM
687
Strait & Sound Wealth Management
California
$243K – – –
AWAU
688
Alliance Wealth Advisors (Utah)
Utah
$242K -$108K -696 -32%
CAMG
689
CWA Asset Management Group
Florida
$240K +$6.03K +39 +3%
CI
690
CX Institutional
Indiana
$240K +$2.63K +17 +1%
BJL
691
Brighton Jones LLC
Washington
$239K -$21.8K -141 -9%
RIP
692
RAM Investment Partners
Washington
$238K -$2.17K -14 -0.9%
PWP
693
Private Wealth Partners
California
$236K – – –
FA
694
Faithward Advisors
Pennsylvania
$236K -$6.34K -41 -3%
LFAS
695
Level Four Advisory Services
Texas
$235K +$223K +1,444 New
AI
696
Accredited Investors
Minnesota
$233K – – –
BAAM
697
Baker Avenue Asset Management
California
$232K +$220K +1,424 New
BWA
698
Basecamp Wealth Advisors
Washington
$232K – – –
SWP
699
Sagespring Wealth Partners
Tennessee
$232K -$21K -136 -9%
ECM
700
Evergreen Capital Management
Washington
$231K -$277K -1,788 -56%
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