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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
NIMI
576
Natixis Investment Managers International
France
$354K +$71.5K +243 +20%
PC
577
Pecaut & Co
Iowa
$348K +$422K +1,433 New
IC
578
IEQ Capital
California
$346K +$10.6K +36 +3%
GG
579
Gofen & Glossberg
Illinois
$344K – – –
CA
580
Clearstead Advisors
Ohio
$339K -$214K -729 -34%
DBT
581
Dubuque Bank & Trust
Iowa
$338K – – –
FTDI
582
First Trust Direct Indexing
Massachusetts
$337K +$12.9K +44 +3%
YIH
583
Y-Intercept (HK)
Hong Kong
$337K +$408K +1,387 New
III
584
Independent Investors Inc
New York
$335K – – –
PAS
585
Park Avenue Securities
New York
$333K -$1.22M -4,141 -75%
EFSCE
586
Enterprise Financial Services Corp (EFSC)
Missouri
$333K -$143K -486 -26%
PP
587
Paloma Partners
Connecticut
$332K -$172K -584 -30%
LP
588
LMR Partners
United Kingdom
$329K -$479K -1,628 -55%
MMPW
589
Mitchell McLeod Pugh & Williams
Alabama
$329K – – –
BTWM
590
Baker Tilly Wealth Management
Wisconsin
$327K +$883 +3 +0.2%
CGL
591
Clarius Group LLC
Washington
$327K +$4.12K +14 +1%
IC
592
Intersect Capital
California
$319K -$301K -1,023 -44%
WF
593
Welch & Forbes
Massachusetts
$319K – – –
CW
594
CreativeOne Wealth
Kansas
$313K -$13.8K -47 -4%
BPA
595
Beacon Pointe Advisors
California
$309K -$40K -136 -10%
WJWM
596
Williams Jones Wealth Management
New York
$305K -$8.83K -30 -2%
WS
597
Wedbush Securities
California
$305K +$61.2K +208 +20%
TMAM
598
Tokio Marine Asset Management
Japan
$302K +$82.1K +279 +29%
ACM
599
Aubrey Capital Management
United Kingdom
$295K – – –
ACM
600
Aquatic Capital Management
Illinois
$291K +$353K +1,200 New
22 23
24
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