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Expeditors International

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Accel Wealth Management
Iowa
$3K +$118 +1 +4%
EW
702
Evoke Wealth
California
$2K -$6.25K -53 -76%
APC
703
Aspire Private Capital
North Carolina
$2K – – –
BC
704
Bartlett & Co
Ohio
$2K – – –
HR
705
Howe & Rusling
New York
$2K – – –
PVH
706
Psagot Value Holdings
Israel
$2K +$1.65K +14 New
BCWM
707
Bartlett & Co Wealth Management
Ohio
$1.9K – – –
BA
708
Bellwether Advisors
Nebraska
$1K – – –
BWM
709
BerganKDV Wealth Management
Minnesota
$1K – – –
LIM
710
Longfellow Investment Management
Massachusetts
$1K – – –
MCM
711
Manchester Capital Management
Vermont
$1K – – –
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SFO
713
Standard Family Office
South Dakota
$1K – – –
TFM
714
TFC Financial Management
Massachusetts
$1K – – –
TFA
715
Transamerica Financial Advisors
Florida
$1K +$590 +5 New
VCM
716
Vigilant Capital Management
Maine
$1K +$944 +8 New
CFA
717
Carroll Financial Associates
North Carolina
$1K +$1.18K +10 New
ACA
718
Atlas Capital Advisors
Wyoming
$633 +$590 +5 New
WA
719
WestEnd Advisors
North Carolina
$126 – – –
Parnassus Investments
720
Parnassus Investments
California
– -$83.2M -772,601 Closed
Select Equity Group
721
Select Equity Group
New York
– -$51M -473,521 Closed
AT
722
AMF Tjänstepension
Sweden
– -$26.4M -245,550 Closed
TAM
723
Tocqueville Asset Management
New York
– -$10.5M -97,777 Closed
PI
724
PEAK6 Investments
Illinois
– -$6.94M -58,790 Closed
LIA
725
LS Investment Advisors
Michigan
– -$5.91M -54,893 Closed