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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
701
Bank of Marin
California
$511K -$36.8K -149 -8%
PA
702
Profund Advisors
Maryland
$510K -$40.3K -163 -8%
CWA
703
Consilio Wealth Advisors
Washington
$508K +$494 +2 +0.1%
WB
704
WesBanco Bank
West Virginia
$505K +$94.1K +381 +27%
CMF
705
Counterpoint Mutual Funds
California
$503K +$439K +1,777 New
OIA
706
OneDigital Investment Advisors
Kansas
$503K -$77.3K -313 -15%
IFG
707
Independent Financial Group
California
$492K -$303K -1,227 -41%
LAM
708
LECAP Asset Management
United Kingdom
$490K +$427K +1,730 New
WANY
709
Wealthspire Advisors (New York)
New York
$488K +$248K +1,002 +139%
NFSG
710
Newbridge Financial Services Group
Florida
$487K +$420K +1,700 +8,500%
CWG
711
Cornerstone Wealth Group
North Carolina
$487K +$116K +468 +37%
SCM
712
Sterling Capital Management
North Carolina
$487K -$821K -3,324 -66%
ORG
713
Optimist Retirement Group
Washington
$480K – – –
PFW
714
Petros Family Wealth
Minnesota
$478K -$45.5K -184 -10%
BIG
715
Brooklyn Investment Group
New York
$478K +$412K +1,667 New
GM
716
GeoWealth Management
Illinois
$478K -$44.2K -179 -10%
TE
717
Tema ETFs
New York
$477K -$988 -4 -0.2%
CIC
718
Carnegie Investment Counsel
Ohio
$476K – – –
JIC
719
Joel Isaacson & Co
New York
$475K – – –
SMA
720
Sage Mountain Advisors
Georgia
$473K +$79.6K +322 +24%
SFI
721
Siemens Fonds Invest
Germany
$473K -$4.2K -17 -1%
VDC
722
Van Diest Capital
Iowa
$471K +$411K +1,664 New
EWM
723
Evercore Wealth Management
New York
$469K – – –
NW
724
NewEdge Wealth
Pennsylvania
$468K +$408K +1,653 New
NWA
725
Navis Wealth Advisors
New York
$466K +$1.48K +6 +0.4%
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