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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
576
Independent Financial Group
California
$633K +$306K +1,524 +106%
QFW
577
QTR Family Wealth
Florida
$629K +$256K +1,273 +76%
UCFA
578
United Capital Financial Advisors
Texas
$624K -$7.63K -38 -1%
CIC
579
Chase Investment Counsel
Virginia
$621K – – –
SO
580
STRS Ohio
Ohio
$618K -$1.21M -6,044 -68%
RCM
581
Requisite Capital Management
Texas
$618K +$581K +2,892 New
3IP
582
3Chopt Investment Partners
Virginia
$617K -$29.1K -145 -5%
CFO
583
Callan Family Office
Pennsylvania
$610K -$12.9K -64 -2%
DWM
584
Dynasty Wealth Management
Florida
$605K -$12.9K -64 -2%
TCM
585
Twin Capital Management
Pennsylvania
$605K -$17.3K -86 -3%
PPW
586
Parcion Private Wealth
Washington
$603K +$155K +770 +38%
BCWM
587
Bartlett & Co Wealth Management
Ohio
$601K -$611K -3,043 -52%
CB
588
Commerce Bank
Missouri
$601K +$10.2K +51 +2%
CIA
589
Concurrent Investment Advisors
Florida
$599K +$191K +950 +51%
SCM
590
Stevens Capital Management
Pennsylvania
$598K +$562K +2,799 New
OWA
591
One Wealth Advisors
California
$598K -$165K -821 -23%
JFG
592
Jefferies Financial Group
New York
$589K +$554K +2,757 New
APW
593
Axim Planning & Wealth
Ohio
$586K +$550K +2,741 New
TRCT
594
Tower Research Capital (TRC)
New York
$578K -$178K -888 -25%
BFS
595
BridgePort Financial Solutions
Iowa
$577K +$48.2K +240 +10%
GSC
596
Ground Swell Capital
South Carolina
$576K +$541K +2,696 New
VI
597
Vestcor Inc
New Brunswick, Canada
$576K – – –
GA
598
GraniteShares Advisors
New York
$573K -$69.3K -345 -11%
TSW
599
Three Seasons Wealth
Utah
$572K +$538K +2,677 New
IAA
600
Independent Advisor Alliance
North Carolina
$568K -$35.1K -175 -6%
22 23
24
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