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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
551
Hollencrest Capital Management
California
$929K – – –
ACA
552
Atlas Capital Advisors
Wyoming
$917K – – –
JCM
553
Jacobi Capital Management
Pennsylvania
$916K -$55.8K -122 -6%
1WA
554
180 Wealth Advisors
Washington
$910K -$149K -325 -14%
O
555
Ossiam
France
$906K -$793K -1,733 -46%
AIC
556
Archer Investment Corporation
Indiana
$900K – – –
FTDI
557
First Trust Direct Indexing
Massachusetts
$857K +$49.4K +108 +6%
MOS
558
MGO One Seven
Ohio
$853K -$16.9K -37 -2%
AM
559
AGF Management
Ontario, Canada
$842K -$79.2K -173 -8%
GFS
560
GYL Financial Synergies
Connecticut
$840K +$4.58K +10 +0.5%
PAS
561
Park Avenue Securities
New York
$831K +$856K +1,870 New
CPC
562
Cookson Peirce & Co
Pennsylvania
$830K +$16.5K +36 +2%
BCI
563
Brinker Capital Investments
Pennsylvania
$826K -$1.73M -3,782 -67%
OPS
564
Orion Portfolio Solutions
Nebraska
$826K -$1.73M -3,782 -67%
BW
565
Bison Wealth
Georgia
$820K -$609K -1,331 -42%
BFG
566
Bleakley Financial Group
New Jersey
$814K -$21.5K -47 -3%
SS
567
Simplicity Solutions
Minnesota
$814K -$21.5K -47 -3%
ATPW
568
Ashton Thomas Private Wealth
Arizona
$809K -$2.75K -6 -0.3%
RWM
569
Ritholtz Wealth Management
New York
$802K +$101K +220 +14%
LNWWM
570
Laird Norton Wetherby Wealth Management
California
$802K -$23.8K -52 -3%
WPC
571
Wedmont Private Capital
Pennsylvania
$799K +$47.1K +103 +6%
GT
572
Greenleaf Trust
Michigan
$798K +$7.78K +17 +1%
IAIM
573
International Assets Investment Management
Florida
$790K +$27.5K +60 +4%
CG
574
CFO4Life Group
Texas
$783K -$7.32K -16 -0.9%
SIA
575
SeaBridge Investment Advisors
New Jersey
$767K -$5.49K -12 -0.7%
21 22
23
24 25