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TripAdvisor
TRIP

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Allworth Financial
California
$4.85K +$140 +8 +3%
RFP
252
Root Financial Partners
California
$4.55K +$4.88K +280 New
FFA
253
Farther Finance Advisors
California
$4.07K +$628 +36 +17%
QC
254
Quent Capital
New York
$3.89K +$4.17K +239 New
BBHC
255
Brown Brothers Harriman & Co
New York
$3.12K – – –
RIL
256
Rothschild Investment LLC
Illinois
$3.01K – – –
CT
257
Colonial Trust
South Carolina
$2.68K – – –
PS
258
Principal Securities
Iowa
$2.65K – – –
EP
259
Essential Partners
California
$2.6K +$209 +12 +8%
S
260
SignatureFD
Georgia
$2.6K +$1.19K +68 +74%
VCM
261
Versant Capital Management
Arizona
$2.46K – – –
HWM
262
Hemington Wealth Management
Virginia
$2K +$523 +30 +28%
S
263
Sachetta
Massachusetts
$1.72K – – –
WANY
264
Wealthspire Advisors (New York)
New York
$1.71K +$1.83K +105 New
DJSG
265
D.J. St. Germain
Massachusetts
$1.63K – – –
CIAM
266
Caitong International Asset Management
Hong Kong
$1.54K -$890 -51 -35%
BTI
267
Blue Trust Inc
Georgia
$1.53K – – –
RWM
268
Raffa Wealth Management
District of Columbia
$1.51K – – –
SC
269
SouthState Corp
Florida
$1.46K -$174 -10 -10%
BFS
270
Bare Financial Services
Pennsylvania
$1.27K – – –
TWD
271
True Wealth Design
Ohio
$1.16K +$52 +3 +4%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$1.09K +$35 +2 +3%
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$1.06K – – –
MAM
274
Marquette Asset Management
Minnesota
$1.06K +$1.13K +65 New
AW
275
Avion Wealth
Texas
$1K – – –
9 10
11
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