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United Rentals

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
526
AlphaStar Capital Management
North Carolina
$1.9M +$316K +476 +19%
VVP
527
Venture Visionary Partners
Ohio
$1.85M -$925K -1,392 -33%
ERIC
528
Eagle Rock Investment Company
Georgia
$1.85M +$1.9M +2,860 New
KWM
529
Kingsview Wealth Management
Oregon
$1.85M +$53.8K +81 +3%
WGCA
530
Wolf Group Capital Advisors
Virginia
$1.83M -$474K -713 -20%
Envestnet Portfolio Solutions
531
Envestnet Portfolio Solutions
Illinois
$1.83M +$522K +786 +39%
PTC
532
Private Trust Company
Ohio
$1.83M +$31.2K +47 +2%
HT
533
Heritage Trust
Oklahoma
$1.82M +$63.1K +95 +4%
UCFA
534
United Capital Financial Advisors
Texas
$1.81M -$47.2K -71 -2%
AIM
535
Allen Investment Management
New York
$1.81M
EWM
536
EPG Wealth Management
Georgia
$1.81M -$1.77M -2,665 Closed
FTDI
537
First Trust Direct Indexing
Massachusetts
$1.81M +$206K +310 +12%
GPWA
538
Great Point Wealth Advisors
Massachusetts
$1.78M -$249K -375 -12%
CB
539
Commerce Bank
Missouri
$1.77M +$5.98K +9 +0.3%
TRCT
540
Tower Research Capital (TRC)
New York
$1.76M -$349K -525 -16%
HWM
541
HB Wealth Management
Georgia
$1.75M +$144K +217 +9%
MFS
542
Mattson Financial Services
Michigan
$1.75M +$1.8M +2,712 New
QIM
543
Quantitative Investment Management
Virginia
$1.75M +$1.8M +2,705 New
ZIG
544
Zurich Insurance Group
Switzerland
$1.75M
BRWA
545
B. Riley Wealth Advisors
Florida
$1.74M -$1.05M -1,581 -37%
ISWM
546
Independent Solutions Wealth Management
New York
$1.74M +$1.79M +2,692 New
DIA
547
Dana Investment Advisors
Wisconsin
$1.71M -$333K -501 -16%
TSS
548
Two Sigma Securities
New York
$1.7M -$1.55M -2,327 -47%
MCA
549
Millennium Capital Advisors
Arkansas
$1.69M +$17.3K +26 +1%
RCM
550
RB Capital Management
Nevada
$1.68M +$66.5K +100 +4%