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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
726
Copeland Capital Management
Pennsylvania
$4K – – –
SA
727
SRH Advisors
Kansas
$4K – – –
BWL
728
Bogart Wealth LLC
Virginia
$3.96K +$3.91K +36 New
MA
729
Montag & Associates
Georgia
$3.52K – – –
OIS
730
Okabena Investment Services
Minnesota
$3.1K +$2.06K +19 New
DI
731
Disciplined Investments
Oklahoma
$2.97K +$217 +2 +8%
RWM
732
Raffa Wealth Management
District of Columbia
$2.64K – – –
SWA
733
Sutton Wealth Advisors
Florida
$2.53K -$326 -3 -12%
AAS
734
Ameritas Advisory Services
Nebraska
$2.24K +$2.17K +20 New
CA
735
Clearstead Advisors
Ohio
$2.09K – – –
TWA
736
TCI Wealth Advisors
Arizona
$2.09K – – –
RI
737
Ridgewood Investments
New Jersey
$2.09K +$2.06K +19 New
TFA
738
Transamerica Financial Advisors
Florida
$2K -$217 -2 -15%
KFP
739
KB Financial Partners
New Jersey
$2K – – –
APC
740
Aspire Private Capital
North Carolina
$1.98K – – –
SSC
741
Syverson Strege & Co
Iowa
$1.98K +$1.95K +18 New
BCM
742
Birch Capital Management
Texas
$1.76K – – –
ME
743
McIlrath & Eck
Washington
$1.76K +$1.74K +16 New
LCM
744
Logan Capital Management
Pennsylvania
$1.76K – – –
HCP
745
Hexagon Capital Partners
Arkansas
$1.65K -$217 -2 -12%
MBFW
746
Morton Brown Family Wealth
Pennsylvania
$1.43K +$1.41K +13 New
CAC
747
Core Alternative Capital
Georgia
$1.32K +$1.3K +12 New
CTA
748
Colonial Trust Advisors
South Carolina
$1.21K – – –
CFGS
749
Concourse Financial Group Securities
Alabama
$1.21K – – –
LIM
750
Longfellow Investment Management
Massachusetts
$1.21K – – –
28 29
30
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