We are live on ! Find out more
EXPE icon

Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
726
Forum Financial Management
Illinois
$294K -$71.1K -354 -20%
PFM
727
Patton Fund Management
Texas
$294K – – –
VFA
728
Valeo Financial Advisors
Indiana
$292K -$1.21K -6 -0.4%
FAM
729
Fred Alger Management
New York
$290K -$16.1K -80 -6%
SFS
730
Sowell Financial Services
Arkansas
$290K -$244K -1,215 -47%
SMA
731
Sage Mountain Advisors
Georgia
$288K +$271K +1,349 New
CAM
732
Claret Asset Management
Quebec, Canada
$287K -$3.82K -19 -1%
FCG
733
Fielder Capital Group
Tennessee
$286K +$15.7K +78 +6%
TWD
734
True Wealth Design
Ohio
$286K +$140K +699 +110%
MGIA
735
Moneta Group Investment Advisors
Missouri
$282K +$265K +1,321 New
KFS
736
Keynote Financial Services
Connecticut
$280K +$5.02K +25 +2%
IAS
737
Insigneo Advisory Services
Florida
$277K -$126K -627 -33%
JWM
738
Jeppson Wealth Management
California
$277K – – –
NWM
739
Northwest Wealth Management
Iowa
$276K +$260K +1,293 New
CM
740
Cercano Management
Washington
$271K +$255K +1,268 New
CWG
741
Cornerstone Wealth Group
North Carolina
$268K +$251K +1,252 New
TFA
742
Trinity Financial Advisors
Ohio
$267K – – –
SMC
743
Smith, Moore & Co
Missouri
$265K +$249K +1,239 New
HAG
744
HighPoint Advisor Group
Illinois
$264K -$1.81K -9 -0.7%
BCM
745
Beck Capital Management
Texas
$261K +$245K +1,220 New
ETC
746
Exchange Traded Concepts
Oklahoma
$259K -$16.5K -82 -6%
KAM
747
Knightsbridge Asset Management
California
$259K +$243K +1,212 New
FFA
748
Founders Financial Alliance
North Carolina
$254K -$7.23K -36 -3%
CI
749
Cigna Investments
Connecticut
$252K -$9.44K -47 -4%
CI
750
CX Institutional
Indiana
$252K +$8.23K +41 +4%
28 29
30
31 32