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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
401
Kalos Management
Georgia
$563K +$72.6K +597 +15%
BAC
402
Boys Arnold & Co
North Carolina
$560K +$238K +1,953 +77%
FCBT
403
First Citizens Bank & Trust
North Carolina
$545K -$1.44M -11,808 -73%
SC
404
Scotia Capital
Ontario, Canada
$541K +$526K +4,320 New
GIM
405
Groesbeck Investment Management
New Jersey
$523K – – –
FCH
406
Freestone Capital Holdings
Washington
$521K -$164K -1,346 -24%
BOTW
407
Bank of the West
California
$502K +$489K +4,016 New
P
408
Pitcairn
Pennsylvania
$491K -$214K -1,758 -31%
PFO
409
Pathstone Family Office
New Jersey
$483K +$470K +3,866 New
1GA
410
1st Global Advisors
Texas
$480K -$84.5K -695 -15%
GT
411
Glenview Trust
Kentucky
$475K – – –
MYLI
412
Meiji Yasuda Life Insurance
Japan
$468K -$63.3K -520 -12%
FAAS
413
First Allied Advisory Services
California
$456K +$125K +1,024 +39%
HCMT
414
Highland Capital Management (Tennessee)
Tennessee
$451K -$1.54M -12,678 -78%
AWP
415
Ascent Wealth Partners
New York
$450K +$6.08K +50 +1%
SSG
416
Summit Securities Group
New York
$450K +$437K +3,596 New
CI
417
Cigna Investments
Connecticut
$449K +$40.6K +334 +10%
PCM
418
Parsons Capital Management
Rhode Island
$438K -$21.3K -175 -5%
IAA
419
Independent Advisor Alliance
North Carolina
$428K +$430K +3,533 New
LIA
420
LS Investment Advisors
Michigan
$426K +$12.4K +102 +3%
AP
421
Advisor Partners
California
$425K +$73.7K +606 +22%
HIM
422
Hillsdale Investment Management
Ontario, Canada
$423K -$4.87K -40 -1%
OMCS
423
Old Mutual Customised Solutions
South Africa
$413K – – –
SWP
424
Stratos Wealth Partners
Ohio
$412K +$401K +3,293 New
TAM
425
Tocqueville Asset Management
New York
$394K +$383K +3,150 New
15 16
17
18 19