We are live on ! Find out more
UBER icon

Uber
UBER

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$850K -$105K -2,829 -13%
DIM
727
Delta Investment Management
California
$846K +$729K +19,600 New
FNBT
728
FineMark National Bank & Trust
Florida
$844K -$5.58K -150 -0.8%
BWP
729
Baldwin Wealth Partners
Massachusetts
$841K +$167K +4,500 +30%
TFS
730
Thoroughbred Financial Services
Tennessee
$841K +$12.2K +329 +2%
LNWWM
731
Laird Norton Wetherby Wealth Management
California
$835K +$68.9K +1,853 +11%
MCM
732
MAI Capital Management
Ohio
$829K -$77.1K -2,075 -10%
RA
733
Resolute Advisors
California
$828K – – –
CFGS
734
Concourse Financial Group Securities
Alabama
$823K +$124K +3,326 +21%
CPM
735
Connective Portfolio Management
New York
$819K +$706K +19,000 New
FFM
736
Fullerton Fund Management
Singapore
$804K +$692K +18,627 New
PWA
737
Providence Wealth Advisors
Illinois
$804K – – –
SYBT
738
Stock Yards Bank & Trust
Kentucky
$802K -$112K -3,000 -14%
AM
739
AGF Management
Ontario, Canada
$800K +$94.9K +2,553 +16%
SWS
740
SYSTM Wealth Solutions
Illinois
$795K +$685K +18,424 New
PA
741
PSI Advisors
Florida
$793K +$83.3K +2,240 +14%
GGS
742
Galvin Gaustad & Stein
Arizona
$792K +$12.1K +325 +2%
AGAM
743
Audent Global Asset Management
California
$785K -$409 -11 -0.1%
CC
744
Chicago Capital
Illinois
$785K +$5.43K +146 +0.8%
DP
745
Dearborn Partners
Illinois
$781K -$81.8K -2,200 -11%
WFAG
746
Worth Financial Advisory Group
North Carolina
$780K -$4.09K -110 -0.6%
GRP
747
Global Retirement Partners
California
$774K -$124K -3,328 -16%
KOC
748
Koss-Olinger Consulting
Florida
$770K -$3.83K -103 -0.6%
AG
749
Ascent Group
Virginia
$767K -$38.3K -1,031 -6%
AA
750
Axiom Advisory
California
$766K – – –
28 29
30
31 32