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Expedia Group

Name Holding Trade Value Shares
Change
Change in
Stake
PFW
651
Petros Family Wealth
Minnesota
$400K +$376K +1,872 New
GM
652
GeoWealth Management
Illinois
$399K +$234K +1,167 +167%
SAI
653
Systematic Alpha Investments
New Jersey
$393K – – –
SRL
654
Scientech Research LLC
New Jersey
$392K +$368K +1,833 New
RAM
655
Ramirez Asset Management
New York
$385K – – –
CWA
656
Consilio Wealth Advisors
Washington
$383K +$1.21K +6 +0.3%
TSS
657
Two Sigma Securities
New York
$382K +$359K +1,787 New
OL
658
Optas LLC
Texas
$379K +$356K +1,774 New
HBCM
659
Heron Bay Capital Management
Michigan
$379K -$20.9K -104 -6%
EAM
660
Erste Asset Management
Austria
$378K -$1.7M -8,464 -83%
BAM
661
Belpointe Asset Management
Nevada
$378K +$355K +1,768 New
FFG
662
Fiduciary Financial Group
California
$376K +$353K +1,757 New
WC
663
Waterloo Capital
Texas
$369K +$106K +526 +44%
SWP
664
Sagespring Wealth Partners
Tennessee
$368K +$103K +515 +43%
AFG
665
Atomi Financial Group
New York
$367K +$34.1K +170 +11%
CIP
666
Cornerstone Investment Partners
Georgia
$367K +$402 +2 +0.1%
PA
667
Parallel Advisors
California
$366K +$2.81K +14 +0.8%
CAM
668
Cresset Asset Management
Illinois
$365K +$99K +493 +41%
CIM
669
Cambria Investment Management
California
$364K +$20.1K +100 +6%
CWIG
670
Chung Wu Investment Group
Texas
$363K – – –
EH
671
Equitable Holdings
New York
$363K +$341K +1,696 New
ORG
672
Optimist Retirement Group
Washington
$362K +$6.63K +33 +2%
AFGAS
673
Allegiance Financial Group Advisory Services
Virginia
$361K +$90.8K +452 +36%
TE
674
Tema ETFs
New York
$361K +$339K +1,687 New
VWM
675
Venturi Wealth Management
Texas
$359K +$338K +1,681 New