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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
676
Sagespring Wealth Partners
Tennessee
$223K -$68.5K -451 -22%
JCM
677
Jacobi Capital Management
Pennsylvania
$223K +$236K +1,554 New
FIA
678
Foundations Investment Advisors
Arizona
$222K -$18.8K -124 -7%
EAM
679
Empirical Asset Management
Massachusetts
$221K -$566K -3,726 -71%
OCA
680
OpenArc Corporate Advisory
Georgia
$219K +$18.1K +119 +8%
SPC
681
Sigma Planning Corp
Michigan
$219K +$912 +6 +0.4%
CAG
682
Crestwood Advisors Group
Massachusetts
$219K +$232K +1,528 New
SRL
683
Scientech Research LLC
New Jersey
$217K -$62K -408 -21%
HNB
684
Huntington National Bank
Ohio
$216K +$1.22K +8 +0.5%
EA
685
Everpar Advisors
Oklahoma
$216K +$11.9K +78 +5%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$215K +$152 +1 +0.1%
DT
687
DV Trading
Illinois
$215K +$228K +1,500 New
HBT
688
Hills Bank & Trust
Iowa
$214K – – –
MM
689
MQS Management
New York
$214K +$227K +1,493 New
SSWM
690
Strait & Sound Wealth Management
California
$214K – – –
BWM
691
BlackDiamond Wealth Management
New York
$213K -$3.65K -24 -2%
FA
692
Faithward Advisors
Pennsylvania
$213K +$3.34K +22 +2%
FMI
693
Frec Markets Inc
California
$213K +$226K +1,486 New
RF
694
Rossby Financial
Florida
$212K +$80.9K +532 +57%
S
695
SimplyRich
California
$212K -$8.51K -56 -4%
RIP
696
RAM Investment Partners
Washington
$211K +$26K +171 +13%
APM
697
a16z Perennial Management
California
$209K – – –
EFS
698
Essex Financial Services
Connecticut
$209K +$221K +1,456 New
CI
699
CX Institutional
Indiana
$208K +$6.54K +43 +3%
PWP
700
Private Wealth Partners
California
$208K – – –
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