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Expedia Group

Name Holding Trade Value Shares
Change
Change in
Stake
CMF
626
Counterpoint Mutual Funds
California
$625K – – –
AC
627
AXQ Capital
New Jersey
$620K +$575K +2,423 New
VDC
628
Van Diest Capital
Iowa
$618K +$167K +705 +41%
OCM
629
Orion Capital Management
California
$605K – – –
MWM
630
Mission Wealth Management
California
$603K +$560K +2,356 New
OC
631
Oppenheimer & Co
New York
$603K +$49.2K +207 +10%
Envestnet Portfolio Solutions
632
Envestnet Portfolio Solutions
Illinois
$601K +$42.5K +179 +8%
SWP
633
Stratos Wealth Partners
Ohio
$600K -$12.6K -53 -2%
CFG
634
Citizens Financial Group
Rhode Island
$600K +$175K +736 +46%
IFWM
635
Institute for Wealth Management
Colorado
$598K -$16.9K -71 -3%
RA
636
Riversedge Advisors
Delaware
$597K -$34.9K -147 -6%
ARC
637
Advisor Resource Council
Texas
$596K +$26.1K +110 +5%
AWA
638
Alta Wealth Advisors
Massachusetts
$595K +$5.46K +23 +1%
PWA
639
Pitcairn Wealth Advisors
Pennsylvania
$594K +$37.5K +158 +7%
EH
640
Equitable Holdings
New York
$593K -$184K -774 -25%
QFW
641
QTR Family Wealth
Florida
$591K +$20.2K +85 +4%
BP
642
Ballentine Partners
Massachusetts
$587K +$19.7K +83 +4%
SWM
643
Spire Wealth Management
Virginia
$575K -$264K -1,111 -33%
KAM
644
Kazazian Asset Management
Florida
$563K – – –
LCM
645
LDR Capital Management
New York
$561K – – –
MEAC
646
M.E. Allison & Co
Texas
$559K +$519K +2,186 New
RGC
647
Roberts, Glore & Co
Illinois
$559K -$188K -793 -27%
GT
648
Greenleaf Trust
Michigan
$557K -$19K -80 -4%
IRP
649
Investment Research Partners
Pennsylvania
$555K +$186K +784 +57%
GLF
650
Groupe la Francaise
France
$553K +$513K +2,162 New