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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
751
Deseret Mutual Benefit Administrators
Utah
$351K -$58.7K -247 -15%
NWAG
752
Net Worth Advisory Group
Utah
$347K -$15.4K -65 -5%
AC
753
AlphaCore Capital
California
$344K +$198K +832 +163%
AFP
754
Ausdal Financial Partners
Iowa
$342K +$1.66K +7 +0.5%
PWM
755
Perigon Wealth Management
California
$340K +$54.2K +228 +21%
TAM
756
Trust Asset Management
Texas
$340K -$13.8K -58 -4%
PAW
757
Plan A Wealth
Nebraska
$338K +$313K +1,319 New
PIA
758
Petredis Investment Advisors
Pennsylvania
$334K – – –
VIP
759
Viewpoint Investment Partners
Alberta, Canada
$333K +$309K +1,300 New
JWM
760
Jeppson Wealth Management
California
$331K – – –
WB
761
WesBanco Bank
West Virginia
$327K +$71K +299 +31%
CA
762
Claro Advisors
Massachusetts
$326K -$5.94K -25 -2%
EIC
763
Equity Investment Corp
Georgia
$325K -$8.79K -37 -3%
VAS
764
Vestmark Advisory Solutions
Massachusetts
$324K +$301K +1,267 New
BCM
765
Brookstone Capital Management
Illinois
$321K +$24.2K +102 +9%
KFAS
766
Keating Financial Advisory Services
Kansas
$320K -$14.7K -62 -5%
5NPW
767
55 North Private Wealth
Florida
$320K +$297K +1,251 New
TFA
768
Trinity Financial Advisors
Ohio
$320K – – –
KFS
769
Keynote Financial Services
Connecticut
$318K +$2.61K +11 +0.9%
AC
770
Avestar Capital
New York
$317K -$11.6K -49 -4%
WIA
771
World Investment Advisors
California
$315K +$238 +1 +0.1%
FIC
772
Family Investment Center
Missouri
$315K +$292K +1,231 New
CI
773
Corient IA
Florida
$312K – – –
MWM
774
Modern Wealth Management
Kansas
$310K +$287K +1,210 New
AWC
775
Abundance Wealth Counselors
Pennsylvania
$309K -$2.14K -9 -0.7%
29 30
31
32 33