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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
Addison Capital
Pennsylvania
$656K -$10.2K -59 -2%
MG
502
Marex Group
$652K +$603K +3,500 New
KAS
503
Kestra Advisory Services
Texas
$652K -$199K -1,155 -25%
PCS
504
Personal CFO Solutions
New Jersey
$640K -$86.8K -504 -13%
CT
505
Chicago Trust
Illinois
$637K -$26.5K -154 -4%
KIM
506
Kestra Investment Management
Texas
$634K +$586K +3,403 New
PWMAG
507
Pinnacle Wealth Management Advisory Group
New Jersey
$632K +$123K +712 +27%
GC
508
Grimes & Company
Massachusetts
$627K -$34.8K -202 -6%
EI
509
Ellevest Inc
New York
$627K -$13.1K -76 -2%
RIG
510
Ramiah Investment Group
Wisconsin
$620K -$75.5K -438 -12%
GVAG
511
Great Valley Advisor Group
Delaware
$619K -$6.2K -36 -1%
IFWM
512
Institute for Wealth Management
Colorado
$615K – – –
CA
513
Commerzbank Aktiengesellschaft
Germany
$613K +$22.4K +130 +4%
AFCM
514
Applied Finance Capital Management
Puerto Rico
$613K – – –
OQS
515
Occudo Quantitative Strategies
Florida
$607K +$561K +3,255 New
SIA
516
Schechter Investment Advisors
Michigan
$606K -$81.3K -472 -13%
FC
517
Farley Capital
New York
$606K – – –
OWA
518
One Wealth Advisors
California
$598K +$49.3K +286 +10%
AI
519
Atria Investments
North Carolina
$596K -$9.48K -55 -2%
ST
520
Smithfield Trust
Pennsylvania
$592K +$58.8K +341 +12%
AAM
521
Azzad Asset Management
Virginia
$590K +$545K +3,164 New
PA
522
Profund Advisors
Maryland
$588K +$129K +750 +31%
SI
523
Stephens Inc
Arkansas
$574K -$26.2K -152 -5%
DWM
524
Dynasty Wealth Management
Florida
$573K -$17.6K -102 -3%
CWM
525
Congress Wealth Management
Massachusetts
$569K -$5.86K -34 -1%
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