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Expedia Group

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
551
Pinnacle Wealth Management Advisory Group
New Jersey
$264K +$258K +2,093 New
AWS
552
Atria Wealth Solutions
New York
$262K -$3.33K -27 -1%
IWC
553
Integrated Wealth Concepts
Massachusetts
$260K +$19.4K +157 +8%
MYAM
554
Meiji Yasuda Asset Management
Japan
$260K +$23.1K +187 +10%
SC
555
Steph & Co
Wisconsin
$258K
BOM
556
Bank of Marin
California
$258K +$252K +2,045 New
DIM
557
Delta Investment Management
California
$256K +$3.58K +29 +1%
DCM
558
Dimension Capital Management
Florida
$255K
LSA
559
Lion Street Advisors
Texas
$255K -$5.55K -45 -2%
BWP
560
Baldwin Wealth Partners
Massachusetts
$252K
BFG
561
Bleakley Financial Group
New Jersey
$249K -$6.66K -54 -3%
SW
562
Simplicity Wealth
New Jersey
$249K -$6.54K -53 -3%
Jones Financial Companies
563
Jones Financial Companies
Missouri
$246K +$235K +1,907 +4,334%
AG
564
Ascent Group
Virginia
$246K -$7.28K -59 -3%
SFA
565
Sequoia Financial Advisors
Ohio
$244K -$40.2K -326 -14%
P
566
&Partners
Tennessee
$242K +$237K +1,922 New
JRP
567
Jasper Ridge Partners
California
$242K
EWA
568
Exencial Wealth Advisors
Oklahoma
$241K -$10.5K -85 -4%
CCM
569
Coldstream Capital Management
Washington
$239K -$572K -4,636 -71%
TWC
570
TD Waterhouse Canada
Ontario, Canada
$238K -$4.7M -38,138 -95%
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$238K +$1.36K +11 +0.6%
KCM
572
Kathmere Capital Management
Pennsylvania
$235K -$7.65K -62 -3%
GA
573
Geller Advisors
New York
$234K -$370 -3 -0.2%
HI
574
Horizon Investments
North Carolina
$234K -$4.07K -33 -2%
SAI
575
Systematic Alpha Investments
New Jersey
$231K