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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
776
SJS Investment Consulting
Ohio
$4.12K – – –
EWP
777
Elevation Wealth Partners
California
$3.87K +$3.69K +31 New
MA
778
Montag & Associates
Georgia
$3.74K – – –
WPA
779
West Paces Advisors
Georgia
$3.25K – – –
CWP
780
Concord Wealth Partners
Virginia
$3.13K -$3.93K -33 -57%
CAL
781
Capital Advisors Ltd
Ohio
$3K +$1.55K +13 +108%
FMP
782
Financial Management Professionals
Texas
$3K +$2.98K +25 New
RWM
783
Raffa Wealth Management
District of Columbia
$3K – – –
DPW
784
DiNuzzo Private Wealth
Pennsylvania
$3K +$477 +4 +20%
HCP
785
Hexagon Capital Partners
Arkansas
$3K +$1.91K +16 +200%
CFGS
786
Concourse Financial Group Securities
Alabama
$2.87K -$3.93K -33 -59%
PP
787
Pacifica Partners
Canada
$2.85K +$2.74K +23 New
WWP
788
WR Wealth Planners
Missouri
$2.5K -$4.65K -39 -66%
OWA
789
Opal Wealth Advisors
New York
$2.37K +$2.26K +19 New
TCOV
790
Trust Company of Vermont
Vermont
$2.37K – – –
APC
791
Aspire Private Capital
North Carolina
$2.25K – – –
RCM
792
Raleigh Capital Management
North Carolina
$2.25K +$953 +8 +80%
CFFP
793
Center for Financial Planning
Michigan
$2.12K – – –
AW
794
Avion Wealth
Texas
$2K +$834 +7 +50%
TFM
795
TFC Financial Management
Massachusetts
$1.88K +$1.19K +10 +200%
CAM
796
Creekmur Asset Management
Illinois
$1.87K +$1.79K +15 New
DF
797
Dunhill Financial
United Kingdom
$1.57K +$357 +3 +30%
LIM
798
Longfellow Investment Management
Massachusetts
$1.37K – – –
TWD
799
True Wealth Design
Ohio
$1.25K +$238 +2 +25%
FW
800
Fairway Wealth
Ohio
$1.25K +$1.19K +10 New
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