We are live on ! Find out more
EXPE icon

Expedia Group
EXPE

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
901
Wilmington Savings Fund Society
Delaware
$150K -$2.14K -9 -2%
GWM
902
Geneos Wealth Management
Colorado
$145K – – –
RFA
903
Reyes Financial Architecture
California
$144K +$51.1K +215 +62%
MPWT
904
MassMutual Private Wealth & Trust
Connecticut
$137K +$1.9K +8 +2%
BWA
905
Basecamp Wealth Advisors
Washington
$137K +$7.13K +30 +6%
KAS
906
Kemnay Advisory Services
New York
$136K +$6.41K +27 +5%
WAG
907
Wilkerson Advisory Group
Missouri
$136K +$16.4K +69 +15%
AI
908
AdvisorShares Investments
Maryland
$126K -$10.7K -45 -8%
SS
909
SBI Securities
Japan
$125K -$127K -536 -52%
CH
910
Cromwell Holdings
Wyoming
$117K +$3.8K +16 +4%
SEP
911
Signature Equity Partners
Ohio
$110K +$23.8K +100 +30%
WT
912
Whittier Trust
California
$106K – – –
PAP
913
Persistent Asset Partners
Hong Kong
$104K +$96.4K +406 New
YDMI
914
Y.D. More Investments
Israel
$102K -$59.4K -250 -38%
CG
915
Curat Global
New Hampshire
$102K – – –
CFO
916
CVA Family Office
Colorado
$102K +$2.61K +11 +3%
CF
917
Centaurus Financial
California
$102K +$95K +400 New
BAM
918
Bellevue Asset Management
Washington
$100K -$2.14K -9 -2%
GSWM
919
Golden State Wealth Management
California
$99.8K – – –
UOTTAIMCU
920
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$98.3K +$91.2K +384 New
PFBT
921
Parkside Financial Bank & Trust
Missouri
$96K -$1.66K -7 -2%
EI
922
EFG International
$92.1K – – –
CIS
923
Custom Index Systems
New York
$86.7K +$80.5K +339 New
PB
924
Prosperity Bancshares
Texas
$86.5K +$80.3K +338 New
SG
925
Sankala Group
Colorado
$82.6K – – –
35 36
37
38 39