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Expedia Group

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
526
Sonora Investment Management
Arizona
$36K
WT
527
Whittier Trust
California
$36K
SIAS
528
Shine Investment Advisory Services
Colorado
$36K +$9.09K +70 +33%
TPWA
529
TRUE Private Wealth Advisors
Oregon
$35.2K +$35.1K +270 New
YWP
530
YorkBridge Wealth Partners
New York
$33K
CFA
531
Carroll Financial Associates
North Carolina
$32K
JA
532
JOYN Advisors
Georgia
$28K +$390 +3 +1%
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$26K +$4.03K +31 +18%
FPFS
534
First Personal Financial Services
North Carolina
$24K +$12.6K +97 +108%
CAG
535
Csenge Advisory Group
Florida
$24K +$25.7K +198 New
PA
536
Perennial Advisors
New York
$23K
BBHC
537
Brown Brothers Harriman & Co
New York
$23K +$22.7K +175 New
S
538
SignatureFD
Georgia
$22K +$6.62K +51 +43%
FFW
539
Fusion Family Wealth
New York
$20K
SIA
540
SeaBridge Investment Advisors
New Jersey
$20K
PA
541
Parallel Advisors
California
$18K +$2.08K +16 +13%
FC
542
Ferris Capital
Massachusetts
$17K
PCTC
543
Perkins Coie Trust Company
Washington
$17K
TDC
544
Thompson Davis & Co
Virginia
$16K
NFG
545
Next Financial Group
Texas
$16K +$15.7K +121 New
RBC
546
Roble Belko & Company
Pennsylvania
$15K
GRP
547
Global Retirement Partners
California
$14K
BC
548
Barnett & Company
Tennessee
$13K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$13K
CWA
550
Clarus Wealth Advisors
Arizona
$13K +$130 +1 +1%