We are live on ! Find out more
UBER icon

Uber
UBER

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1951
Trueblood Wealth Management
Ohio
$251K +$880 +12 +0.3%
HA
1952
Herold Advisors
New York
$250K +$254K +3,458 New
JCM
1953
Jacobsen Capital Management
Utah
$250K -$10.1K -138 -4%
ELM
1954
Elite Life Management
Florida
$249K +$220 +3 +0.1%
CG
1955
Corundum Group
Colorado
$249K +$23.8K +324 +10%
MCC
1956
Malaga Cove Capital
California
$249K -$147 -2 -0.1%
FSA
1957
Fort Sheridan Advisors
Illinois
$248K +$11K +150 +5%
FMWA
1958
Forvis Mazars Wealth Advisors
Missouri
$248K +$20.2K +276 +9%
IWN
1959
Independent Wealth Network
Iowa
$247K +$14.9K +203 +6%
MFFIA
1960
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$245K – – –
W
1961
WealthCollab
Washington
$245K – – –
CWP
1962
Curated Wealth Partners
California
$245K -$418K -5,698 -63%
CAM
1963
Claret Asset Management
Quebec, Canada
$244K +$247K +3,375 New
HHRDM
1964
H&H Retirement Design & Management
Nevada
$242K -$20.9K -285 -8%
SAM
1965
Simplify Asset Management
Nevada
$242K +$4.4K +60 +2%
BPWM
1966
BCS Private Wealth Management
New Jersey
$242K +$245K +3,347 New
TIM
1967
Tevis Investment Management
Texas
$241K -$11.7K -160 -5%
SG
1968
Sherry Group
Arkansas
$240K -$57.2K -780 -20%
DWM
1969
Daner Wealth Management
Georgia
$240K +$1.1K +15 +0.5%
TPWA
1970
Twin Peaks Wealth Advisors
California
$240K -$25.7K -351 -10%
VDC
1971
Van Diest Capital
Iowa
$240K -$81.8K -1,115 -25%
CASB
1972
Cape Ann Savings Bank
Massachusetts
$240K -$11K -150 -4%
JWS
1973
Juncture Wealth Strategies
Arizona
$239K +$243K +3,318 New
LG
1974
LaFleur & Godfrey
Michigan
$239K +$243K +3,316 New
SA
1975
SPWM Advisors
Michigan
$238K -$84.3K -1,149 -26%
77 78
79
80 81