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UBER

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1976
Curated Wealth Partners
California
$245K -$418K -5,698 -63%
CAM
1977
Claret Asset Management
Quebec, Canada
$244K +$247K +3,375 New
HHRDM
1978
H&H Retirement Design & Management
Nevada
$242K -$20.9K -285 -8%
SAM
1979
Simplify Asset Management
Nevada
$242K +$4.4K +60 +2%
BPWM
1980
BCS Private Wealth Management
New Jersey
$242K +$245K +3,347 New
TIM
1981
Tevis Investment Management
Texas
$241K -$11.7K -160 -5%
SG
1982
Sherry Group
Arkansas
$240K -$57.2K -780 -20%
DWM
1983
Daner Wealth Management
Georgia
$240K +$1.1K +15 +0.5%
TPWA
1984
Twin Peaks Wealth Advisors
California
$240K -$25.7K -351 -10%
VDC
1985
Van Diest Capital
Iowa
$240K -$81.8K -1,115 -25%
CASB
1986
Cape Ann Savings Bank
Massachusetts
$240K -$11K -150 -4%
JWS
1987
Juncture Wealth Strategies
Arizona
$239K +$243K +3,318 New
LG
1988
LaFleur & Godfrey
Michigan
$239K +$243K +3,316 New
SA
1989
SPWM Advisors
Michigan
$238K -$84.3K -1,149 -26%
GITFIT
1990
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$238K +$44K +600 +22%
MM
1991
Morangie Management
Florida
$237K -$49.9K -680 -17%
WAM
1992
Worth Asset Management
Texas
$237K -$1.76K -24 -0.7%
IA
1993
IFG Advisory
Georgia
$236K +$240K +3,268 New
CW
1994
Channel Wealth
California
$235K -$5.09M -69,473 -96%
LWM
1995
Lodestone Wealth Management
Washington
$235K -$109K -1,486 -31%
SWM
1996
SHP Wealth Management
Massachusetts
$234K -$16.2K -221 -6%
SVWAG
1997
Sound View Wealth Advisors Group
Georgia
$234K -$30.9K -422 -12%
AFAS
1998
Acorn Financial Advisory Services
Virginia
$232K +$4.03K +55 +2%
MFG
1999
Monte Financial Group
Connecticut
$231K – – –
TW
2000
Traveka Wealth
California
$231K -$13.1K -179 -5%
78 79
80
81 82