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EXE

Expand Energy Corp
EXE

Name Holding Trade Value Shares
Change 		Change in
Stake
S
626
Storgate
Texas
$221K – – –
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$219K +$17K +179 +8%
WCM
628
Washburn Capital Management
Florida
$219K – – –
PAMP
629
Polar Asset Management Partners
Ontario, Canada
$217K +$226K +2,380 New
HP
630
Havemeyer Place
Connecticut
$216K +$225K +2,367 New
LFA
631
Legacy Financial Advisors
Kentucky
$215K +$49K +516 +28%
S
632
SignatureFD
Georgia
$212K +$72.2K +760 +48%
CIA
633
Caerus Investment Advisors
Texas
$212K +$220K +2,321 New
OWP
634
ORG Wealth Partners
Texas
$210K +$24.2K +255 +12%
ABWM
635
Alpine Bank Wealth Management
Colorado
$210K +$218K +2,300 New
QFW
636
QTR Family Wealth
Florida
$207K -$122K -1,283 -36%
BP
637
Ballentine Partners
Massachusetts
$206K +$28.1K +296 +15%
GC
638
Guidance Capital
Kentucky
$204K +$4.46K +47 +2%
OIA
639
OneDigital Investment Advisors
Kansas
$203K +$3.89K +41 +2%
BCWM
640
Bartlett & Co Wealth Management
Ohio
$203K -$3.89K -41 -2%
PCP
641
Proficio Capital Partners
Massachusetts
$203K +$211K +2,226 New
JWM
642
Jeppson Wealth Management
California
$203K +$211K +2,225 New
CI
643
Cigna Investments
Connecticut
$200K – – –
WSFS
644
Wilmington Savings Fund Society
Delaware
$187K – – –
WC
645
Westerkirk Capital
$182K +$190K +2,000 New
TPCW
646
TD Private Client Wealth
New York
$179K -$16.1K -170 -8%
GWM
647
Geneos Wealth Management
Colorado
$166K +$9.59K +101 +6%
BTI
648
Blue Trust Inc
Georgia
$163K -$2.09K -22 -1%
LFG
649
Larson Financial Group
Missouri
$148K +$21K +221 +16%
HBW
650
Hazlett, Burt & Watson
West Virginia
$147K – – –
24 25
26
27 28