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EXE

Expand Energy Corp

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
601
Jones Financial Companies
Missouri
$243K +$55.3K +496 +32%
CGH
602
Crossmark Global Holdings
Texas
$240K +$229K +2,052 New
IIM
603
Ironwood Investment Management
Massachusetts
$239K
OPOWM
604
One Plus One Wealth Management
Florida
$238K
SWP
605
Stratos Wealth Partners
Ohio
$238K -$76.4K -685 -25%
BIG
606
Brooklyn Investment Group
New York
$236K +$1K +9 +0.4%
STA
607
Summit Trail Advisors
New York
$235K +$224K +2,010 New
Fifth Third Bancorp
608
Fifth Third Bancorp
Ohio
$235K +$74.3K +666 +50%
MWM
609
Modera Wealth Management
New Jersey
$235K -$223 -2 -0.1%
DWA
610
Douglass Winthrop Advisors
New York
$234K
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$234K +$223K +2,000 New
TBT
612
Texas Bank & Trust
Texas
$232K
SIG
613
Stonegate Investment Group
Alabama
$232K +$222K +1,988 New
FFA
614
Florida Financial Advisors
Florida
$230K -$15.7K -141 -7%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$229K +$219K +1,961 New
IC
616
IEQ Capital
California
$228K +$218K +1,954 New
UCI
617
Uncommon Cents Investing
Wisconsin
$227K +$12.3K +110 +6%
EWA
618
EverSource Wealth Advisors
Alabama
$225K +$111K +993 +107%
MWM
619
Modern Wealth Management
Kansas
$223K +$213K +1,911 New
PAM
620
Panagora Asset Management
Massachusetts
$218K -$3.49M -31,307 -94%
MEAC
621
M.E. Allison & Co
Texas
$218K
AI
622
Atria Investments
North Carolina
$217K +$207K +1,858 New
PA
623
Parallel Advisors
California
$212K -$84.1K -754 -29%
FT
624
Fiduciary Trust
Massachusetts
$212K +$202K +1,811 New
BTI
625
Blue Trust Inc
Georgia
$211K -$112 -1 -0.1%