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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
551
Dimension Capital Management
Florida
$300K – – –
LSA
552
Lion Street Advisors
Texas
$300K +$530 +4 +0.2%
HWM
553
HB Wealth Management
Georgia
$299K -$30.2K -228 -10%
N
554
Numerai
California
$297K +$29.1K +220 +12%
IA
555
IFP Advisors
Florida
$296K -$175K -1,319 -40%
BWP
556
Baldwin Wealth Partners
Massachusetts
$296K – – –
BEI
557
Benjamin Edwards Inc
Missouri
$294K +$263K +1,984 New
SC
558
Steph & Co
Wisconsin
$293K -$9.27K -70 -3%
BOM
559
Bank of Marin
California
$293K -$9.01K -68 -3%
JF
560
Jump Financial
Illinois
$286K +$40.1K +303 +19%
MIM
561
Meixler Investment Management
Arizona
$285K -$166K -1,250 -39%
JRP
562
Jasper Ridge Partners
California
$284K – – –
CL
563
Choreo LLC
Illinois
$283K +$256K +1,931 New
FBT
564
First Bank & Trust
South Dakota
$282K -$30.6K -231 -11%
TWC
565
TD Waterhouse Canada
Ontario, Canada
$282K -$3.18K -24 -1%
IAS
566
Insigneo Advisory Services
Florida
$280K +$251K +1,895 New
IAA
567
Independent Advisor Alliance
North Carolina
$277K -$65.4K -494 -21%
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$276K -$2.52K -19 -1%
BP
569
Ballentine Partners
Massachusetts
$275K +$31.7K +239 +15%
AWS
570
Atria Wealth Solutions
New York
$275K -$29.8K -225 -11%
ASN
571
Advisory Services Network
Georgia
$273K – – –
GA
572
Geller Advisors
New York
$272K -$2.65K -20 -1%
SAI
573
Systematic Alpha Investments
New Jersey
$272K – – –
HBCM
574
Heron Bay Capital Management
Michigan
$272K +$243K +1,835 New
SC
575
Savant Capital
Illinois
$264K +$236K +1,784 New
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