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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
HBCM
776
Heron Bay Capital Management
Michigan
$298K -$145K -590 -31%
AC
777
Avestar Capital
New York
$297K +$13K +53 +4%
FFA
778
Fi3 Financial Advisors
Indiana
$296K -$88.2K -359 -22%
TFA
779
Trinity Financial Advisors
Ohio
$289K – – –
RI
780
Rinkey Investments
California
$285K – – –
KFS
781
Keynote Financial Services
Connecticut
$285K -$18.4K -75 -6%
CI
782
Corient IA
Florida
$282K -$68.8K -280 -19%
AWC
783
Abundance Wealth Counselors
Pennsylvania
$281K +$298K +1,215 New
VWM
784
Venturi Wealth Management
Texas
$280K -$238K -967 -44%
JWCA
785
J.W. Cole Advisors
Florida
$280K +$298K +1,213 New
ETC
786
Exchange Traded Concepts
Oklahoma
$278K +$35.4K +144 +14%
ONB
787
Old National Bancorp
Indiana
$278K -$4.42K -18 -1%
HFM
788
Harvest Fund Management
China
$275K -$185K -752 -39%
MSR
789
Main Street Research
Connecticut
$274K +$58.5K +238 +25%
AWM
790
Apollon Wealth Management
South Carolina
$271K -$16.2K -66 -5%
SW
791
SVB Wealth
Massachusetts
$269K +$13.8K +56 +5%
KFSC
792
Keystone Financial Services (Colorado)
Colorado
$267K +$103K +419 +57%
BS
793
Banco Santander
Spain
$267K – – –
BCM
794
Beck Capital Management
Texas
$267K – – –
BCM
795
Brookstone Capital Management
Illinois
$266K +$283K +1,152 New
AFT
796
Alpha Family Trust
California
$266K – – –
CI
797
Cigna Investments
Connecticut
$265K – – –
PF
798
Phoenix Financial
Israel
$263K +$280K +1,141 New
SAI
799
Savvy Advisors Inc
New York
$263K -$277K -1,127 -50%
WC
800
Waterloo Capital
Texas
$261K -$225K -915 -45%
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