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Expeditors International
EXPD

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1001
Missouri Trust & Investment Company
Missouri
– -$110K -765 Closed
RFP
1002
Root Financial Partners
California
– -$64.9K -453 Closed
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$21K -147 Closed
TPWA
1004
Twin Peaks Wealth Advisors
California
– -$15.9K -111 Closed
DI
1005
DAGCO Inc
Ohio
– -$9.45K -66 Closed
TLFA
1006
True Link Financial Advisors
California
– -$8.88K -62 Closed
S
1007
Sachetta
Massachusetts
– -$8.02K -56 Closed
LWMI
1008
Legacy Wealth Management (Idaho)
Idaho
– -$7.59K -53 Closed
RCM
1009
Raleigh Capital Management
North Carolina
– -$5.73K -40 Closed
IWS
1010
Intentional Wealth Strategies
Colorado
– -$4.87K -34 Closed
IAAG
1011
Innovative Asset Advisors Group
Connecticut
– -$3.72K -26 Closed
UFPG
1012
United Financial Planning Group
New York
– -$3.15K -22 Closed
ECM
1013
Estabrook Capital Management
New York
– -$3.01K -21 Closed
WA
1014
Whipplewood Advisors
Colorado
– -$2.58K -18 Closed
SIS
1015
Sound Income Strategies
Florida
– -$1.73K -12 Closed
AP
1016
Atwood & Palmer
Missouri
– -$1.15K -8 Closed
CFG
1017
Clayton Financial Group
Missouri
– -$1.15K -8 Closed
VWM
1018
Vermillion Wealth Management
Minnesota
– -$1.15K -8 Closed
BW
1019
Bravera Wealth
North Dakota
– -$1K -7 Closed
CW
1020
Curio Wealth
Maryland
– -$573 -4 Closed
HPC
1021
HM Payson & Co
Maine
– -$596 -4 Closed
TWM
1022
TopTier Wealth Management
Wisconsin
– -$286 -2 Closed
NF
1023
Napier Financial
Massachusetts
– -$143 -1 Closed
CAL
1024
Capital Advisors Ltd
Ohio
– +$155 +1 New
EA
1025
Evolution Advisers
Virginia
– +$464 +3 New
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