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Expedia Group

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