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Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
801
AIA Group
Hong Kong
$259K +$275K +1,120 New
AIM
802
Anchor Investment Management
South Carolina
$256K – – –
WPW
803
Waldron Private Wealth
Pennsylvania
$255K +$1.47K +6 +0.5%
UB
804
UMB Bank
Missouri
$254K +$982 +4 +0.4%
PWM
805
Perigon Wealth Management
California
$254K -$641K -2,608 -70%
I2I
806
Insight 2811 Inc
Illinois
$254K – – –
MG
807
Marex Group
$254K +$90.9K +370 +51%
RPWA
808
Regent Peak Wealth Advisors
Georgia
$252K -$43.2K -176 -14%
PFA
809
Pure Financial Advisors
California
$252K +$268K +1,090 New
AF
810
Alerus Financial
North Dakota
$252K – – –
RF
811
RHS Financial
California
$252K +$14.7K +60 +6%
BA
812
Bridgewater Associates
Connecticut
$251K -$153M -621,694 -100%
PWPS
813
Pinnacle Wealth Planning Services
Ohio
$251K +$1.97K +8 +0.7%
TIM
814
Tevis Investment Management
Texas
$251K +$267K +1,089 New
HNB
815
Huntington National Bank
Ohio
$250K +$70K +285 +36%
FRA
816
Frank Rimerman Advisors
California
$250K -$3.19K -13 -1%
FCG
817
Fielder Capital Group
Tennessee
$246K -$48.9K -199 -16%
WAG
818
Winthrop Advisory Group
Massachusetts
$246K +$246 +1 +0.1%
CCA
819
Childress Capital Advisors
Texas
$245K +$67.1K +273 +35%
AWM
820
AE Wealth Management
Kansas
$242K +$40.5K +165 +19%
AIP
821
Ameritas Investment Partners
Nebraska
$242K +$246 +1 +0.1%
SS
822
SBI Securities
Japan
$236K +$26K +106 +12%
PP
823
PDS Planning
Ohio
$236K +$16K +65 +7%
EFG
824
Elevated Financial Group
Indiana
$235K -$27.5K -112 -10%
EWM
825
Elite Wealth Management
Washington
$235K +$250K +1,017 New
31 32
33
34 35