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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
501
First Personal Financial Services
North Carolina
$98K +$1.23K +11 +1%
PA
502
Parallel Advisors
California
$96K +$3.35K +30 +4%
CFD
503
Creative Financial Designs
Indiana
$90K -$2.68K -24 -3%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K +$48.5K +434 +189%
CTC
505
Central Trust Company
Missouri
$73K +$41.1K +368 +134%
SLF
506
Sun Life Financial
Ontario, Canada
$70K +$68.7K +615 +10,250%
FIB
507
First Interstate Bank
Montana
$68K -$168K -1,507 -71%
CLOS
508
Compagnie Lombard Odier SCmA
Switzerland
$68K – – –
NAMA
509
Nikko Asset Management Americas
New York
$68K – – –
CAL
510
Capital Analysts LLC
Pennsylvania
$67.5K +$7.82K +70 +13%
ASN
511
Advisory Services Network
Georgia
$63K -$8.37K -75 -12%
ST
512
Smithfield Trust
Pennsylvania
$62K – – –
CAW
513
Cornerstone Advisors (Washington)
Washington
$62K +$670 +6 +1%
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$62K +$11.3K +101 +23%
IGIM
515
I.G. Investment Management
Manitoba, Canada
$58K -$635K -5,687 -92%
MSFP
516
Mark Sheptoff Financial Planning
Connecticut
$56K -$112 -1 -0.2%
GWM
517
Geneos Wealth Management
Colorado
$54K -$40.6K -364 -43%
MA
518
MUFG Americas
New York
$53K – – –
NSIM
519
North Star Investment Management
Illinois
$51K +$4.47K +40 +10%
CCMW
520
Cypress Capital Management (Wyoming)
Wyoming
$50.2K – – –
FBT
521
First Bank & Trust
South Dakota
$50K -$14.5K -130 -23%
LNB
522
Ledyard National Bank
$49K – – –
GWS
523
Glassman Wealth Services
Virginia
$48K -$13.2K -118 -22%
SFG
524
SevenBridge Financial Group
Pennsylvania
$46K – – –
AIM
525
Acrospire Investment Management
Illinois
$45K -$22.3K -200 -33%
19 20
21
22 23