Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing EXPD Share Count |
Assenagon Asset Management S.A. |
43,037 |
112,487 |
+69,450 |
+161.37% |
Revisor Wealth Management LLC |
2,442 |
5,446 |
+3,004 |
+123.01% |
Robeco Institutional Asset Management B.V. |
96,757 |
199,877 |
+103,120 |
+106.58% |
U S Global Investors Inc. |
1,179 |
1,484 |
+305 |
+25.87% |
Wealth Enhancement Advisory Services LLC |
30,456 |
37,996 |
+7,540 |
+24.76% |
JJJ Advisors Inc. |
271 |
334 |
+63 |
+23.25% |
Brown Advisory Inc. |
3,204 |
3,812 |
+608 |
+18.98% |
Global Retirement Partners LLC |
963 |
1,126 |
+163 |
+16.93% |
Denali Advisors LLC |
4,105 |
4,609 |
+504 |
+12.28% |
Gateway Investment Advisers LLC |
7,639 |
8,573 |
+934 |
+12.23% |
TrimTabs Asset Management LLC |
17,539 |
19,124 |
+1,585 |
+9.04% |
CWM LLC |
8,748 |
9,520 |
+772 |
+8.82% |
Keel Point LLC |
29,943 |
32,156 |
+2,213 |
+7.39% |
Procyon Private Wealth Partners LLC |
16,276 |
17,467 |
+1,191 |
+7.32% |
Wetzel Investment Advisors Inc. |
100 |
107 |
+7 |
+7.00% |
Portside Wealth Group LLC |
2,647 |
2,787 |
+140 |
+5.29% |
MV Capital Management Inc. |
19,239 |
20,054 |
+815 |
+4.24% |
Wealthfront Advisers LLC |
24,522 |
25,491 |
+969 |
+3.95% |
Strategic Blueprint LLC |
1,663 |
1,724 |
+61 |
+3.67% |
Stratos Wealth Advisors LLC |
10,999 |
11,356 |
+357 |
+3.25% |
Catalyst Capital Advisors LLC |
9,254 |
9,526 |
+272 |
+2.94% |
Strategic Investment Advisors MI |
8,206 |
8,426 |
+220 |
+2.68% |
Foster & Motley Inc. |
19,285 |
19,748 |
+463 |
+2.40% |
Bruce G. Allen Investments LLC |
389 |
398 |
+9 |
+2.31% |
Armstrong Henry H Associates Inc. |
4,884 |
4,964 |
+80 |
+1.64% |
Stratos Wealth Partners LTD. |
2,734 |
2,775 |
+41 |
+1.50% |
Contravisory Investment Management Inc. |
4,870 |
4,930 |
+60 |
+1.23% |
Raymond James Financial Services Advisors Inc. |
25,428 |
25,707 |
+279 |
+1.10% |
Raymond James Trust N.A. |
6,162 |
6,228 |
+66 |
+1.07% |
Raymond James & Associates |
264,242 |
266,889 |
+2,647 |
+1.00% |
Busey Wealth Management |
90,265 |
91,016 |
+751 |
+0.83% |
Gulf International Bank UK Ltd |
12,490 |
12,554 |
+64 |
+0.51% |
Czech National Bank |
25,464 |
25,581 |
+117 |
+0.46% |
Weybosset Research & Management LLC |
36,484 |
36,604 |
+120 |
+0.33% |
Alaska Permanent Fund Corp |
6,989 |
7,009 |
+20 |
+0.29% |
International Assets Investment Management LLC |
1,772 |
1,777 |
+5 |
+0.28% |
Azzad Asset Management Inc. ADV |
48,757 |
48,862 |
+105 |
+0.22% |
Pure Financial Advisors Inc. |
2,813 |
2,815 |
+2 |
+0.07% |
NBC Securities Inc. |
1,798 |
1,799 |
+1 |
+0.06% |
Summit Trail Advisors LLC |
369,420 |
369,626 |
+206 |
+0.06% |
Papp L Roy & Associates |
163,930 |
163,938 |
+8 |
+0.00% |
13F Filers Reporting New Positions In EXPD |
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH |
0 |
641 |
+641 |
+100% |
American National Bank |
0 |
200 |
+200 |
+100% |
Confluence Investment Management LLC |
0 |
190,652 |
+190,652 |
+100% |
Silver Lake Advisory LLC |
0 |
3,378 |
+3,378 |
+100% |
Simon Quick Advisors LLC |
0 |
2,298 |
+2,298 |
+100% |
Cooper Financial Group |
0 |
3,765 |
+3,765 |
+100% |
Rise Advisors LLC |
0 |
111 |
+111 |
+100% |
Redmont Wealth Advisors LLC |
0 |
71 |
+71 |
+100% |
Simplicity Wealth LLC |
0 |
4,337 |
+4,337 |
+100% |
Norden Group LLC |
0 |
7,950 |
+7,950 |
+100% |
13F Filers With Unchanged Share Count |
CENTRAL TRUST Co |
65 |
65 |
UNCH |
0.00% |
State of Michigan Retirement System |
43,108 |
43,108 |
UNCH |
0.00% |
Valley National Advisers Inc. |
259 |
259 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
40 |
40 |
UNCH |
0.00% |
Stewart & Patten Co. LLC |
4,800 |
4,800 |
UNCH |
0.00% |
Wendell David Associates Inc. |
15,615 |
15,615 |
UNCH |
0.00% |
Salem Investment Counselors Inc. |
75 |
75 |
UNCH |
0.00% |
Leavell Investment Management Inc. |
8,000 |
8,000 |
UNCH |
0.00% |
Parsons Capital Management Inc. RI |
4,175 |
4,175 |
UNCH |
0.00% |
First Community Trust NA |
1,145 |
1,145 |
UNCH |
0.00% |
Grimes & Company Inc. |
11,250 |
11,250 |
UNCH |
0.00% |
Fruth Investment Management |
2,200 |
2,200 |
UNCH |
0.00% |
Atlas Capital Advisors LLC |
5 |
5 |
UNCH |
0.00% |
Legato Capital Management LLC |
17,428 |
17,428 |
UNCH |
0.00% |
Ipswich Investment Management Co. Inc. |
2,320 |
2,320 |
UNCH |
0.00% |
Asset Dedication LLC |
188 |
188 |
UNCH |
0.00% |
Perkins Coie Trust Co |
1,818 |
1,818 |
UNCH |
0.00% |
Mather Group LLC. |
2,135 |
2,135 |
UNCH |
0.00% |
Livforsakringsbolaget Skandia Omsesidigt |
172 |
172 |
UNCH |
0.00% |
Capital Advisors Ltd. LLC |
12 |
12 |
UNCH |
0.00% |
MCF Advisors LLC |
6 |
6 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
600 |
600 |
UNCH |
0.00% |
Perpetual Ltd |
2,080 |
2,080 |
UNCH |
0.00% |
Radnor Capital Management LLC |
5,200 |
5,200 |
UNCH |
0.00% |
IFM Investors Pty Ltd |
31,400 |
31,400 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
320 |
320 |
UNCH |
0.00% |
Independence Bank of Kentucky |
689 |
689 |
UNCH |
0.00% |
Solstein Capital LLC |
40 |
40 |
UNCH |
0.00% |
Versant Capital Management Inc |
2,853 |
2,853 |
UNCH |
0.00% |
Criterion Capital Advisors LLC |
116 |
116 |
UNCH |
0.00% |
Aspire Private Capital LLC |
18 |
18 |
UNCH |
0.00% |
UMA Financial Services Inc. |
2,849 |
2,849 |
UNCH |
0.00% |
Maryland State Retirement & Pension System |
11,739 |
11,739 |
UNCH |
0.00% |
CVA Family Office LLC |
276 |
276 |
UNCH |
0.00% |
Gleason Group Inc. |
82 |
82 |
UNCH |
0.00% |
Iron Horse Wealth Management LLC |
8 |
8 |
UNCH |
0.00% |
SOA Wealth Advisors LLC. |
2 |
2 |
UNCH |
0.00% |
Spire Wealth Management |
105 |
105 |
UNCH |
0.00% |
Newbridge Financial Services Group Inc. |
70 |
70 |
UNCH |
0.00% |
Red Tortoise LLC |
169 |
169 |
UNCH |
0.00% |
V Square Quantitative Management LLC |
3,692 |
3,692 |
UNCH |
0.00% |
Daymark Wealth Partners LLC |
7,310 |
7,310 |
UNCH |
0.00% |
Compass Wealth Management LLC |
145 |
145 |
UNCH |
0.00% |
13F Filers Decreasing EXPD Share Count |
Baldwin Brothers Inc. MA |
270 |
70 |
-200 |
-74.07% |
Farmers & Merchants Investments Inc. |
44,896 |
13,649 |
-31,247 |
-69.60% |
Fortitude Family Office LLC |
301 |
92 |
-209 |
-69.44% |
Allspring Global Investments Holdings LLC |
52,839 |
19,151 |
-33,688 |
-63.76% |
West Paces Advisors Inc. |
64 |
26 |
-38 |
-59.38% |
Duncker Streett & Co. Inc. |
6,739 |
3,139 |
-3,600 |
-53.42% |
Hexagon Capital Partners LLC |
16 |
8 |
-8 |
-50.00% |
Hanson & Doremus Investment Management |
640 |
365 |
-275 |
-42.97% |
Exchange Traded Concepts LLC |
2,519 |
1,721 |
-798 |
-31.68% |
Godsey & Gibb Associates |
1,000 |
700 |
-300 |
-30.00% |
Webster Bank N. A. |
500 |
400 |
-100 |
-20.00% |
Kathmere Capital Management LLC |
2,792 |
2,275 |
-517 |
-18.52% |
AdvisorNet Financial Inc |
247 |
204 |
-43 |
-17.41% |
DNB Asset Management AS |
28,708 |
24,194 |
-4,514 |
-15.72% |
Buttonwood Financial Advisors Inc. |
2,727 |
2,382 |
-345 |
-12.65% |
State of Alaska Department of Revenue |
30,353 |
26,688 |
-3,665 |
-12.07% |
GAMMA Investing LLC |
2,851 |
2,521 |
-330 |
-11.57% |
Arcadia Investment Management Corp MI |
3,650 |
3,250 |
-400 |
-10.96% |
First Hawaiian Bank |
5,132 |
4,574 |
-558 |
-10.87% |
One Wealth Advisors LLC |
2,641 |
2,379 |
-262 |
-9.92% |
OLD National Bancorp IN |
2,331 |
2,109 |
-222 |
-9.52% |
Private Trust Co. NA |
3,102 |
2,826 |
-276 |
-8.90% |
Symmetry Partners LLC |
5,671 |
5,191 |
-480 |
-8.46% |
Rowland & Co. Investment Counsel ADV |
14,721 |
13,571 |
-1,150 |
-7.81% |
180 Wealth Advisors LLC |
2,615 |
2,415 |
-200 |
-7.65% |
New Mexico Educational Retirement Board |
7,950 |
7,350 |
-600 |
-7.55% |
Nilsine Partners LLC |
5,241 |
4,857 |
-384 |
-7.33% |
Wynn Capital LLC |
3,626 |
3,364 |
-262 |
-7.23% |
Eads & Heald Wealth Management |
21,592 |
20,193 |
-1,399 |
-6.48% |
Veriti Management LLC |
5,459 |
5,164 |
-295 |
-5.40% |
Berger Financial Group Inc |
41,675 |
39,465 |
-2,210 |
-5.30% |
Oak Asset Management LLC |
20,684 |
19,604 |
-1,080 |
-5.22% |
Hartford Investment Management Co. |
9,814 |
9,367 |
-447 |
-4.55% |
Sumitomo Mitsui Trust Holdings Inc. |
462,032 |
441,446 |
-20,586 |
-4.46% |
Clarius Group LLC |
4,586 |
4,385 |
-201 |
-4.38% |
Louisiana State Employees Retirement System |
8,800 |
8,500 |
-300 |
-3.41% |
SJS Investment Consulting Inc. |
34 |
33 |
-1 |
-2.94% |
Amalgamated Bank |
40,492 |
39,347 |
-1,145 |
-2.83% |
Banque Cantonale Vaudoise |
37,215 |
36,282 |
-933 |
-2.51% |
NorthCrest Asset Manangement LLC |
13,016 |
12,719 |
-297 |
-2.28% |
Peoples Financial Services CORP. |
4,878 |
4,778 |
-100 |
-2.05% |
Rockland Trust Co. |
2,917 |
2,858 |
-59 |
-2.02% |
Park Avenue Securities LLC |
7,103 |
6,960 |
-143 |
-2.01% |
Values First Advisors Inc. |
16,792 |
16,470 |
-322 |
-1.92% |
Cambridge Investment Research Advisors Inc. |
6,204 |
6,092 |
-112 |
-1.81% |
Claro Advisors LLC |
5,779 |
5,680 |
-99 |
-1.71% |
Alpha Omega Wealth Management LLC |
9,746 |
9,583 |
-163 |
-1.67% |
Fifth Third Bancorp |
6,736 |
6,630 |
-106 |
-1.57% |
Cairn Investment Group Inc. |
43,766 |
43,136 |
-630 |
-1.44% |
Douglas Lane & Associates LLC |
137,684 |
135,896 |
-1,788 |
-1.30% |
Venturi Wealth Management LLC |
985 |
973 |
-12 |
-1.22% |
Krueger & Catalano Capital Partners LLC |
14,547 |
14,379 |
-168 |
-1.15% |
Everett Harris & Co. CA |
328,841 |
325,081 |
-3,760 |
-1.14% |
Boston Trust Walden Corp |
452,233 |
448,650 |
-3,583 |
-0.79% |
DekaBank Deutsche Girozentrale |
819,800 |
814,261 |
-5,539 |
-0.68% |
Legacy Financial Strategies LLC |
23,573 |
23,419 |
-154 |
-0.65% |
Massmutual Trust Co. FSB ADV |
6,993 |
6,952 |
-41 |
-0.59% |
Northwest Investment Counselors LLC |
19,938 |
19,846 |
-92 |
-0.46% |
Bristlecone Advisors LLC |
22,644 |
22,561 |
-83 |
-0.37% |
Wedmont Private Capital |
2,857 |
2,848 |
-9 |
-0.32% |
Successful Portfolios LLC |
1,762 |
1,758 |
-4 |
-0.23% |
Harbor Investment Advisory LLC |
5,670 |
5,663 |
-7 |
-0.12% |
Diversified Investment Strategies LLC |
17,155 |
17,139 |
-16 |
-0.09% |
Clifford Swan Investment Counsel LLC |
31,224 |
31,215 |
-9 |
-0.03% |
Ritholtz Wealth Management |
6,842 |
6,841 |
-1 |
-0.01% |
13F Filers Exiting EXPD |
BKM Wealth Management LLC |
287 |
0 |
-287 |
-100.00% |
Arlington Trust Co LLC |
23 |
0 |
-23 |
-100.00% |
Congress Wealth Management LLC DE |
1,631 |
0 |
-1,631 |
-100.00% |
IMPACTfolio LLC |
1,949 |
0 |
-1,949 |
-100.00% |
Steel Peak Wealth Management LLC |
4,018 |
0 |
-4,018 |
-100.00% |
Legend Financial Advisors Inc. |
600 |
0 |
-600 |
-100.00% |
Summit Financial LLC |
1,939 |
0 |
-1,939 |
-100.00% |
Oak Thistle LLC |
7,109 |
0 |
-7,109 |
-100.00% |
Sugarloaf Wealth Management LLC |
143 |
0 |
-143 |
-100.00% |
Pegasus Partners Ltd. |
1,670 |
0 |
-1,670 |
-100.00% |
Harfst & Associates Inc. |
21,177 |
0 |
-21,177 |
-100.00% |
CHICAGO TRUST Co NA |
1,793 |
0 |
-1,793 |
-100.00% |
Annex Advisory Services LLC |
5,000 |
0 |
-5,000 |
-100.00% |
Gradient Investments LLC |
22 |
0 |
-22 |
-100.00% |
Copeland Capital Management LLC |
38 |
0 |
-38 |
-100.00% |
Weiss Multi Strategy Advisers LLC |
13,000 |
0 |
-13,000 |
-100.00% |
Ballentine Partners LLC |
1,628 |
0 |
-1,628 |
-100.00% |
Hennessy Advisors Inc. |
23,500 |
0 |
-23,500 |
-100.00% |
Rational Advisors LLC |
9,254 |
0 |
-9,254 |
-100.00% |