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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
526
Pathstone Family Office
New Jersey
$51K -$138K -1,041 -68%
FBT
527
First Bank & Trust
South Dakota
$51K +$16.2K +122 +32%
GWS
528
Glassman Wealth Services
Virginia
$46K -$398 -3 -0.7%
GSWM
529
Golden State Wealth Management
California
$45K +$57.7K +435 New
VFA
530
Valeo Financial Advisors
Indiana
$44K -$91.7K -692 -63%
KTC
531
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
CIA
532
CSat Investment Advisory
Michigan
$41K +$1.33K +10 +3%
CAW
533
Cornerstone Advisors (Washington)
Washington
$36K +$19.1K +144 +69%
CFG
534
Citizens Financial Group
Rhode Island
$31K -$39.9K -301 -50%
TWA
535
TCI Wealth Advisors
Arizona
$30K -$663 -5 -2%
TAIM
536
TD Ameritrade Investment Management
Nebraska
$29K +$9.15K +69 +32%
HDIM
537
Hanson & Doremus Investment Management
Vermont
$29K +$19K +143 +106%
CB
538
CNB Bank
Pennsylvania
$27K -$87.8K -662 -72%
GG
539
Gleason Group
Kentucky
$26K – – –
MSFP
540
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
PWMG
541
Prestige Wealth Management Group
New Jersey
$25K +$4.64K +35 +17%
VRM
542
Vectors Research Management
New York
$24K – – –
GAM
543
Gemmer Asset Management
California
$22K -$12.3K -93 -31%
TRCT
544
Tower Research Capital (TRC)
New York
$21K -$326K -2,460 -92%
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
TI
546
tru Independence
Oregon
$21K – – –
NIT
547
NumerixS Investment Technologies
British Columbia, Canada
$20K +$26.2K +198 New
EI
548
Ellevest Inc
New York
$19K +$14.1K +106 +131%
TC
549
Trust Company
Kansas
$18K -$20.1K -152 -46%
PI
550
PineBridge Investments
New York
$18K +$23.6K +178 New
20 21
22
23 24