We are live on ! Find out more
UBER icon

Uber
UBER

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
801
Global Retirement Partners
California
$758K -$48K -1,050 -6%
AWM
802
Axxcess Wealth Management
California
$758K +$234K +5,118 +45%
AAS
803
Avantax Advisory Services
Texas
$757K +$84.3K +1,845 +13%
BW
804
Bison Wealth
Georgia
$748K +$89.4K +1,956 +14%
WT
805
Whittier Trust
California
$741K +$22.1K +484 +3%
EWM
806
Endowment Wealth Management
Wisconsin
$733K – – –
SIP
807
Stoneridge Investment Partners
Pennsylvania
$729K +$724K +15,850 New
CC
808
Chicago Capital
Illinois
$726K -$109K -2,396 -13%
DT
809
Diversified Trust
Tennessee
$717K +$71.2K +1,558 +11%
ARG
810
Advisory Resource Group
Oklahoma
$715K -$60.2K -1,317 -8%
B
811
BloombergSen
Ontario, Canada
$711K – – –
GWM
812
Geneos Wealth Management
Colorado
$709K +$9.14K +200 +1%
SVCP
813
Silicon Valley Capital Partners
California
$709K +$16.2K +355 +2%
BP
814
Ballentine Partners
Massachusetts
$707K +$168K +3,687 +32%
DAM
815
Deepwater Asset Management
Minnesota
$706K – – –
GLA
816
Good Life Advisors
Pennsylvania
$701K +$91.1K +1,995 +15%
NRD
817
Nebula Research & Development
New York
$700K +$696K +15,228 New
MHC
818
Meyer Handelman Company
New York
$699K +$694K +15,200 New
ST
819
Sabal Trust
Florida
$698K +$16.8K +368 +2%
WFAG
820
Worth Financial Advisory Group
North Carolina
$697K -$133K -2,913 -16%
RWP
821
Revolve Wealth Partners
New Jersey
$693K +$6.9K +151 +1%
FBT
822
First Bank & Trust
South Dakota
$689K +$685K +14,992 New
PM
823
Parametrica Management
Hong Kong
$685K +$681K +14,904 New
NAM
824
NTV Asset Management
West Virginia
$682K +$677K +14,825 New
FCH
825
Freestone Capital Holdings
Washington
$673K +$18K +395 +3%
31 32
33
34 35