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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
626
Forum Financial Management
Illinois
$235K +$221K +1,301 New
JFL
627
Jarislowsky, Fraser Ltd
Quebec, Canada
$234K – – –
MPM
628
MBB Public Markets
Illinois
$233K +$219K +1,291 New
CWM
629
Congress Wealth Management
Massachusetts
$231K +$217K +1,279 New
GA
630
Geller Advisors
New York
$230K +$680 +4 +0.3%
RPCONE
631
Retirement Planning Company of New England
Rhode Island
$230K +$217K +1,278 New
KWM
632
Kingsview Wealth Management
Oregon
$229K -$3.74K -22 -2%
MGP
633
Metis Global Partners
California
$229K +$216K +1,270 New
CI
634
Conning Inc
Connecticut
$226K +$213K +1,252 New
BCV
635
Banque Cantonale Vaudoise
Switzerland
$223K +$17K +100 +9%
SW
636
SVB Wealth
Massachusetts
$221K +$207K +1,220 New
TEC
637
Tiger Eye Capital
Tennessee
$220K +$207K +1,216 New
FGP
638
Foyston, Gordon, & Payne
Ontario, Canada
$218K +$205K +1,204 New
CWM
639
Calamos Wealth Management
Illinois
$218K +$205K +1,205 New
FFG
640
Fortem Financial Group
California
$217K +$204K +1,200 New
NFG
641
Next Financial Group
Texas
$214K +$9.69K +57 +5%
VNA
642
Valley National Advisers
Pennsylvania
$213K -$4.93K -29 -2%
PA
643
Parallel Advisors
California
$211K +$28.6K +168 +17%
GCP
644
GSA Capital Partners
United Kingdom
$210K -$212K -1,249 -52%
RJT
645
Raymond James Trust
Florida
$210K +$197K +1,160 New
HI
646
Horizon Investments
North Carolina
$210K +$198K +1,164 New
LNC
647
Lincoln National Corp
Pennsylvania
$207K +$195K +1,146 New
CAIMH
648
Central Asset Investments & Management Holdings
Hong Kong
$206K +$194K +1,140 New
PI
649
PFS Investments
Georgia
$203K +$191K +1,126 New
WPW
650
Waldron Private Wealth
Pennsylvania
$201K +$189K +1,113 New
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