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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
726
Edmond de Rothschild Holding
Switzerland
$296K – – –
FFM
727
Forum Financial Management
Illinois
$294K -$71.1K -354 -20%
PFM
728
Patton Fund Management
Texas
$294K – – –
VFA
729
Valeo Financial Advisors
Indiana
$292K -$1.21K -6 -0.4%
FAM
730
Fred Alger Management
New York
$290K -$16.1K -80 -6%
SFS
731
Sowell Financial Services
Arkansas
$290K -$244K -1,215 -47%
SMA
732
Sage Mountain Advisors
Georgia
$288K +$271K +1,349 New
CAM
733
Claret Asset Management
Quebec, Canada
$287K -$3.82K -19 -1%
FCG
734
Fielder Capital Group
Tennessee
$286K +$15.7K +78 +6%
TWD
735
True Wealth Design
Ohio
$286K +$140K +699 +110%
MGIA
736
Moneta Group Investment Advisors
Missouri
$282K +$265K +1,321 New
KFS
737
Keynote Financial Services
Connecticut
$280K +$5.02K +25 +2%
IAS
738
Insigneo Advisory Services
Florida
$277K -$126K -627 -33%
JWM
739
Jeppson Wealth Management
California
$277K – – –
NWM
740
Northwest Wealth Management
Iowa
$276K +$260K +1,293 New
CM
741
Cercano Management
Washington
$271K +$255K +1,268 New
CWG
742
Cornerstone Wealth Group
North Carolina
$268K +$251K +1,252 New
TFA
743
Trinity Financial Advisors
Ohio
$267K – – –
SMC
744
Smith, Moore & Co
Missouri
$265K +$249K +1,239 New
HAG
745
HighPoint Advisor Group
Illinois
$264K -$1.81K -9 -0.7%
BCM
746
Beck Capital Management
Texas
$261K +$245K +1,220 New
ETC
747
Exchange Traded Concepts
Oklahoma
$259K -$16.5K -82 -6%
KAM
748
Knightsbridge Asset Management
California
$259K +$243K +1,212 New
FFA
749
Founders Financial Alliance
North Carolina
$254K -$7.23K -36 -3%
CI
750
Cigna Investments
Connecticut
$252K -$9.44K -47 -4%
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