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Expeditors International

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
776
Westside Investment Management
California
$24.5K – – –
RTL
777
Red Tortoise LLC
Georgia
$24.2K – – –
PWMG
778
Private Wealth Management Group
New Jersey
$24.2K +$608 +4 +2%
JWA
779
JFS Wealth Advisors
Pennsylvania
$23.1K +$912 +6 +4%
GKIM
780
GW&K Investment Management
Massachusetts
$22K – – –
BAM
781
Bellevue Asset Management
Washington
$21.6K – – –
MSWM
782
Mowery & Schoenfeld Wealth Management
Illinois
$21.5K – – –
LWCFA
783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K -$73.9K -486 -77%
LWM
784
Lodestone Wealth Management
Washington
$18.6K – – –
FHC
785
First Horizon Corporation
Tennessee
$18K +$760 +5 +4%
BDPWM
786
Barnes Dennig Private Wealth Management
Ohio
$17.9K -$2.74K -18 -13%
SIC
787
SJS Investment Consulting
Ohio
$17.8K +$304 +2 +2%
SWP
788
Strategic Wealth Partners
Ohio
$17.2K – – –
CWIG
789
Chung Wu Investment Group
Texas
$16.6K – – –
SL
790
Salomon & Ludwin
Virginia
$16.5K – – –
QC
791
Quent Capital
New York
$16.1K -$1.22K -8 -7%
MAFA
792
MJT & Associates Financial Advisory
Minnesota
$16K – – –
ACA
793
American Capital Advisory
Idaho
$16K +$152 +1 +0.9%
TPWA
794
Twin Peaks Wealth Advisors
California
$15.9K +$16.9K +111 New
PWA
795
Physician Wealth Advisors
Utah
$15.8K -$6.38K -42 -28%
FFO
796
Fortitude Family Office
Arizona
$15K +$6.84K +45 +75%
MS
797
Monetary Solutions
Ohio
$14.3K – – –
TCOT
798
Trust Company of Toledo
Ohio
$14.3K – – –
GWM
799
Geneos Wealth Management
Colorado
$14.2K -$19.9K -131 -57%
OCWP
800
Owl Creek Wealth Partners
Colorado
$13.9K +$14.7K +97 New