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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
501
Trivium Point Advisory
Connecticut
$918K +$985K +2,763 New
PHK
502
Point72 Hong Kong
Hong Kong
$916K +$869K +2,438 +767%
AP
503
Advisor Partners
California
$912K -$47.8K -134 -5%
BPM
504
Bowling Portfolio Management
Ohio
$903K -$17.1K -48 -2%
ONB
505
Old National Bancorp
Indiana
$894K -$109K -307 -10%
KFS
506
Kaizen Financial Strategies
California
$890K -$273K -766 -22%
IC
507
Intersect Capital
California
$882K +$9.27K +26 +1%
SW
508
SlateStone Wealth
Florida
$876K +$67K +188 +8%
HCM
509
Huber Capital Management
California
$869K -$352K -986 -27%
SGAM
510
Smith Group Asset Management
Texas
$864K -$109K -305 -10%
CWM
511
CIBC World Markets
New York
$858K -$535K -1,500 -37%
BCI
512
Brinker Capital Investments
Pennsylvania
$858K +$19.3K +54 +2%
UH
513
Unigestion Holding
Switzerland
$850K -$3.27M -9,174 -78%
PA
514
Probity Advisors
Texas
$846K -$2.14K -6 -0.2%
CRWM
515
Castle Rock Wealth Management
California
$846K +$1.02M +2,848 New
V
516
Veritable
Delaware
$843K +$2.14K +6 +0.2%
AIC
517
Archer Investment Corporation
Indiana
$817K – – –
CIM
518
Contravisory Investment Management
Massachusetts
$802K +$67K +188 +8%
CCP
519
Corient Capital Partners
California
$801K +$63.1K +177 +8%
MCA
520
Millennium Capital Advisors
Arkansas
$801K +$859K +2,410 New
IIM
521
Intact Investment Management
Quebec, Canada
$797K +$250K +700 +41%
ANTB
522
AMG National Trust Bank
Colorado
$783K -$75.9K -213 -8%
GAM
523
Gotham Asset Management
New York
$780K -$60.3K -169 -7%
LC
524
Lindbrook Capital
California
$775K +$788K +2,210 +1,797%
EFSCE
525
Enterprise Financial Services Corp (EFSC)
Missouri
$767K -$1.51M -4,243 -65%
19 20
21
22 23