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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
751
EHP Funds Inc
Canada
$425K +$371K +1,500 New
AI
752
Accredited Investors
Minnesota
$424K – – –
MWM
753
Maridea Wealth Management
New York
$411K +$358K +1,450 New
SWM
754
Segment Wealth Management
Texas
$405K – – –
TAM
755
Trust Asset Management
Texas
$393K -$13.3K -54 -4%
EDRH
756
Edmond de Rothschild Holding
Switzerland
$392K – – –
TWD
757
True Wealth Design
Ohio
$392K +$11.1K +45 +3%
FFM
758
Forum Financial Management
Illinois
$390K +$247 +1 +0.1%
IFU
759
iSAM Funds (UK)
United Kingdom
$388K -$594K -2,404 -64%
AR
760
Altar Rock
New York
$388K +$338K +1,368 New
CWA
761
Carolina Wealth Advisors
South Carolina
$387K +$338K +1,367 New
CI
762
CX Institutional
Indiana
$387K +$45.7K +185 +16%
SFS
763
Sowell Financial Services
Arkansas
$386K +$988 +4 +0.3%
SF
764
Symphony Financial
Texas
$382K +$61.3K +248 +23%
CAM
765
Claret Asset Management
Quebec, Canada
$380K -$741 -3 -0.2%
USCWA
766
U.S. Capital Wealth Advisors
Texas
$380K +$51.4K +208 +18%
FWP
767
Flatrock Wealth Partners
California
$375K +$327K +1,325 New
OC
768
Oppenheimer & Co
New York
$375K +$327K +1,323 New
IAS
769
Insigneo Advisory Services
Florida
$373K +$5.44K +22 +2%
KFS
770
Keynote Financial Services
Connecticut
$371K – – –
EMCIP
771
Ewing Morris & Co Investment Partners
Ontario, Canada
$368K +$1.73M +7,000 New
EFS
772
Essex Financial Services
Connecticut
$368K +$78.1K +316 +32%
JWM
773
Jeppson Wealth Management
California
$366K -$247 -1 -0.1%
BAM
774
Belpointe Asset Management
Nevada
$364K -$119K -482 -27%
HIS
775
Horizon Investment Services
Indiana
$364K +$318K +1,286 New
29 30
31
32 33