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TripAdvisor
TRIP

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
251
Huntington National Bank
Ohio
$5.42K – – –
RFP
252
Root Financial Partners
California
$5.04K +$1K +66 +24%
RIL
253
Rothschild Investment LLC
Illinois
$4.95K +$2.36K +155 +84%
FDW
254
Fourth Dimension Wealth
Ohio
$4.37K – – –
HHCP
255
Hilton Head Capital Partners
South Carolina
$4.37K +$4.57K +300 New
FFA
256
Farther Finance Advisors
California
$4.19K +$578 +38 +15%
SPIA
257
Steward Partners Investment Advisory
New York
$4.02K -$4.37K -287 -51%
A
258
AlphaQuest
New York
$3.96K -$101K -6,626 -96%
CT
259
Colonial Trust
South Carolina
$3.44K +$1.08K +71 +43%
BBHC
260
Brown Brothers Harriman & Co
New York
$2.8K – – –
EP
261
Essential Partners
California
$2.53K +$213 +14 +9%
VCM
262
Versant Capital Management
Arizona
$2.2K – – –
AF
263
Allworth Financial
California
$1.94K -$2.51K -165 -55%
BFS
264
Bare Financial Services
Pennsylvania
$1.65K +$533 +35 +45%
APW
265
Aventura Private Wealth
Florida
$1.6K -$5.08K -334 -75%
S
266
Sachetta
Massachusetts
$1.54K – – –
IAIM
267
International Assets Investment Management
Florida
$1.46K +$1.52K +100 New
1NWS
268
1 North Wealth Services
Maryland
$1.4K +$1.46K +96 New
BTI
269
Blue Trust Inc
Georgia
$1.37K – – –
MAM
270
Marquette Asset Management
Minnesota
$1.37K +$441 +29 +45%
RWM
271
Raffa Wealth Management
District of Columbia
$1.35K – – –
S
272
SignatureFD
Georgia
$1.34K -$1.03K -68 -43%
SC
273
SouthState Corp
Florida
$1.31K – – –
BFS
274
Beacon Financial Strategies
North Carolina
$1K +$1.05K +69 New
TWD
275
True Wealth Design
Ohio
$991 -$46 -3 -4%
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11
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