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UBER

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1251
UMB Bank
Missouri
$890K +$221K +3,073 +34%
AFP
1252
Ausdal Financial Partners
Iowa
$888K +$199K +2,760 +29%
FCA
1253
FLC Capital Advisors
California
$887K – – –
EWM
1254
Endowment Wealth Management
Wisconsin
$880K +$1.37K +19 +0.2%
PL
1255
Perpetual Ltd
Australia
$879K -$1.03M -14,313 -54%
EFG
1256
Everhart Financial Group
Ohio
$877K +$208K +2,882 +31%
BI
1257
Bramshill Investments
Florida
$874K -$36K -500 -4%
FFO
1258
Fiduciary Family Office
Florida
$872K +$862K +11,970 New
SWA
1259
Stratos Wealth Advisors
Ohio
$870K +$258K +3,582 +43%
AF
1260
Advisornet Financial
Minnesota
$869K +$41.1K +570 +5%
FI
1261
Finivi Inc
Massachusetts
$865K +$49.9K +693 +6%
WIS
1262
Wright Investors Service
Connecticut
$865K +$70.3K +976 +9%
VW
1263
Vance Wealth
California
$864K +$99.4K +1,380 +13%
CA
1264
CoreCap Advisors
Michigan
$862K -$321K -4,449 -27%
PSC
1265
Prentiss Smith & Co
Vermont
$859K +$849K +11,787 New
RCM
1266
RB Capital Management
Nevada
$858K +$109K +1,507 +15%
FWP
1267
Forefront Wealth Partners
Texas
$857K -$117K -1,623 -12%
EM
1268
ELCO Management
New York
$857K -$412K -5,722 -33%
TCA
1269
Transcend Capital Advisors
New Jersey
$856K +$305K +4,236 +56%
GT
1270
Glenview Trust
Kentucky
$854K +$47K +652 +6%
SGAM
1271
Smith Group Asset Management
Texas
$854K +$21.6K +300 +3%
EWM
1272
Echo Wealth Management
Minnesota
$854K -$63.1K -876 -7%
TFCP
1273
Twin Focus Capital Partners
Massachusetts
$853K +$36K +500 +4%
IIM
1274
Intact Investment Management
Quebec, Canada
$852K – – –
EWA
1275
EverSource Wealth Advisors
Alabama
$846K +$129K +1,789 +18%
49 50
51
52 53