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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
801
TFC Financial Management
Massachusetts
$1.55K – – –
GFL
802
Granite FO LLC
New Hampshire
$1.55K – – –
OC
803
Oakworth Capital
Alabama
$1.44K – – –
LIS
804
Legacy Investment Solutions
Idaho
$1.44K – – –
LWMI
805
Legacy Wealth Management (Idaho)
Idaho
$1.44K – – –
LIM
806
Longfellow Investment Management
Massachusetts
$1.22K – – –
TWD
807
True Wealth Design
Ohio
$1.11K – – –
AFG
808
Albion Financial Group
Utah
$1.11K +$1.19K +10 New
HCA
809
Heck Capital Advisors
Wisconsin
$1.11K +$1.19K +10 New
CAL
810
Capital Advisors Ltd
Ohio
$1K -$1.55K -13 -52%
IHWM
811
Iron Horse Wealth Management
Iowa
$886 – – –
CSWM
812
Cassady Schiller Wealth Management
Ohio
$886 +$955 +8 New
GSWM
813
Golden State Wealth Management
California
$886 +$955 +8 New
BFPW
814
BOK Financial Private Wealth
Colorado
$776 +$835 +7 New
GFPC
815
Global Financial Private Client
Florida
$775 +$835 +7 New
CPG
816
Cornerstone Planning Group
New Jersey
$692 +$119 +1 +20%
HFS
817
Horizon Financial Services
North Carolina
$665 – – –
MA
818
MCF Advisors
Kentucky
$665 – – –
RTC
819
Riverview Trust Company
Washington
$554 – – –
OSNBOA
820
Old Second National Bank of Aurora
Illinois
$554 +$597 +5 New
ACA
821
Atlas Capital Advisors
Wyoming
$553 – – –
CFGS
822
Concourse Financial Group Securities
Alabama
$449 – – –
PWM
823
Parkworth Wealth Management
California
$443 +$477 +4 New
WWP
824
WR Wealth Planners
Missouri
$332 +$358 +3 New
WW
825
Winnow Wealth
Texas
$280 +$358 +3 New
31 32
33
34 35