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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$45K -$8.37K -92 -18%
IP
502
Isthmus Partners
Wisconsin
$42K – – –
FANJ
503
Financial Architects (New Jersey)
New Jersey
$41K +$1.73K +19 +5%
GLI
504
Guardian Life Insurance
New York
$35K – – –
AIM
505
Advantage Investment Management
Iowa
$34K -$18.2K -200 -38%
SFG
506
SevenBridge Financial Group
Pennsylvania
$34K – – –
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K -$8.19K -90 -23%
TWA
508
TCI Wealth Advisors
Arizona
$31K – – –
MRCM
509
M&R Capital Management
New Jersey
$29K – – –
NFG
510
Next Financial Group
Texas
$28K – – –
QCG
511
Quadrant Capital Group
Ohio
$25K – – –
MFBTD
512
MB Financial Bank - Trust Department
Illinois
$25K +$21.4K +235 New
GAM
513
Gemmer Asset Management
California
$23K +$182 +2 +0.9%
AIL
514
AGF Investments LLC
Ontario, Canada
$23K +$18.9K +208 New
TCM
515
Tradewinds Capital Management
Washington
$18K +$15.9K +175 New
BWA
516
Burt Wealth Advisors
Maryland
$17K – – –
BC
517
Barnett & Company
Tennessee
$16K -$910 -10 -6%
FHA
518
First Horizon Advisors
Tennessee
$15K – – –
GRP
519
Global Retirement Partners
California
$15K +$13.2K +145 New
WA
520
WealthTrust-Arizona
Arizona
$11K -$2.37K -26 -20%
OC
521
Oakworth Capital
Alabama
$10K +$2.73K +30 +43%
EFSCE
522
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
FMP
523
Financial Management Professionals
Texas
$6K – – –
LWM
524
Lenox Wealth Management
Ohio
$6K – – –
IWM
525
IHT Wealth Management
Illinois
$6K +$5.19K +57 New
19 20
21
22 23