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Expedia Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$43K – – –
EGPO
527
EnTrust Global Partners Offshore
New York
$43K +$45.2K +378 New
GLI
528
Guardian Life Insurance
New York
$38K – – –
RA
529
Rational Advisors
New York
$38K +$40.1K +335 New
SLF
530
Sun Life Financial
Ontario, Canada
$37K – – –
JA
531
JOYN Advisors
Georgia
$37K +$13.8K +115 +53%
KA
532
Kaizen Advisory
Illinois
$36K +$5.03K +42 +15%
LB
533
Legacy Bridge
Iowa
$35K +$37.7K +315 New
LWM
534
Liberty Wealth Management
California
$32K +$34.6K +289 New
SIM
535
Sonora Investment Management
Arizona
$31K – – –
AIM
536
Advantage Investment Management
Iowa
$29K -$4.07K -34 -12%
CFA
537
Carroll Financial Associates
North Carolina
$28K – – –
YWP
538
YorkBridge Wealth Partners
New York
$28K – – –
SIAS
539
Shine Investment Advisory Services
Colorado
$26K -$5.98K -50 -18%
SWM
540
SeaCrest Wealth Management
New York
$26K +$19.1K +160 +225%
AIC
541
Ameritas Investment Company
Nebraska
$26K +$27.8K +232 New
Loomis, Sayles & Company
542
Loomis, Sayles & Company
Massachusetts
$23K – – –
FPFS
543
First Personal Financial Services
North Carolina
$23K +$2.03K +17 +9%
PA
544
Parallel Advisors
California
$23K +$8.38K +70 +51%
AssetMark Inc
545
AssetMark Inc
California
$22K +$23.6K +197 New
PA
546
Perennial Advisors
New York
$20K – – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$18K +$6.82K +57 +56%
S
548
SignatureFD
Georgia
$17K -$1.91K -16 -9%
FFW
549
Fusion Family Wealth
New York
$17K – – –
SIA
550
SeaBridge Investment Advisors
New Jersey
$17K – – –