We are live on ! Find out more
UBER icon

Uber
UBER

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1826
Bryn Mawr Capital Management
Pennsylvania
$399K +$381K +4,071 New
PWM
1827
Purus Wealth Management
California
$398K – – –
CIC
1828
Chilton Investment Company
Connecticut
$396K +$378K +4,040 New
BF
1829
Brucke Financial
Indiana
$395K -$38K -406 -9%
NCM
1830
Northwest Capital Management
Oregon
$394K – – –
RIA
1831
Realta Investment Advisors
Delaware
$394K +$10.8K +115 +3%
FWP
1832
Falcon Wealth Planning
California
$393K +$375K +4,012 New
YMRC
1833
Yorktown Management & Research Company
Virginia
$392K – – –
CNBT
1834
Canandaigua National Bank & Trust
New York
$391K +$374K +3,995 New
PW
1835
PUREfi Wealth
Massachusetts
$389K +$372K +3,974 New
RWPA
1836
Richard W. Paul & Associates
Michigan
$389K -$65.7K -702 -15%
PL
1837
Plancorp LLC
Missouri
$388K -$72.9K -779 -16%
HFP
1838
Holistic Financial Partners
Indiana
$388K +$5.8K +62 +2%
OA
1839
Operose Advisors
Wisconsin
$387K +$354K +3,780 +2,263%
UWS
1840
Unique Wealth Strategies
Illinois
$386K -$507K -5,420 -58%
MWM
1841
Mindset Wealth Management
Indiana
$382K +$52.1K +557 +17%
JCM
1842
Jacobsen Capital Management
Utah
$382K -$24.6K -263 -6%
SYBT
1843
Stock Yards Bank & Trust
Kentucky
$380K -$9.35K -100 -3%
IPAM
1844
Investment Partners Asset Management
New Jersey
$379K +$1.87K +20 +0.5%
SMA
1845
Seven Mile Advisory
New Jersey
$379K +$97.9K +1,047 +37%
BBW
1846
Blue Barn Wealth
Utah
$377K +$117K +1,256 +48%
KCP
1847
Kera Capital Partners
California
$377K +$43.1K +461 +14%
CFGW
1848
Chancellor Financial Group WB
Pennsylvania
$376K – – –
BONST
1849
Bank of Nova Scotia Trust
Ontario, Canada
$376K +$359K +3,839 New
TIA
1850
Traphagen Investment Advisors
New Jersey
$376K +$6.17K +66 +2%
72 73
74
75 76