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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
576
Hollencrest Capital Management
California
$850K +$270K +642 +43%
PFO
577
Pathstone Family Office
New Jersey
$848K -$807K -1,921 -48%
HH
578
Hilltop Holdings
Texas
$844K -$33.2K -79 -4%
MWC
579
MBM Wealth Consultants
Missouri
$844K – – –
MAS
580
Meeder Advisory Services
Ohio
$832K -$58.4K -139 -6%
BOPW
581
Brandywine Oak Private Wealth
Pennsylvania
$829K +$21K +50 +2%
CB
582
Commerce Bank
Missouri
$828K +$150K +358 +21%
ANTB
583
AMG National Trust Bank
Colorado
$825K -$71.4K -170 -8%
CT
584
Caldwell Trust
Florida
$824K +$12.6K +30 +1%
SG
585
Stonnington Group
California
$821K +$134K +320 +17%
CCM
586
Coldstream Capital Management
Washington
$812K +$8.4K +20 +1%
RCM
587
RB Capital Management
Nevada
$812K +$497K +1,183 +136%
PC
588
Pecaut & Co
Iowa
$811K -$305K -727 -26%
EMG
589
ETF Managers Group
New Jersey
$804K +$12.6K +30 +1%
GT
590
Greenleaf Trust
Michigan
$792K +$10.1K +24 +1%
FSC
591
Full Sail Capital
Oklahoma
$792K -$420 -1 -0%
SW
592
SteelPeak Wealth
California
$792K – – –
EF
593
Empirical Finance
Pennsylvania
$785K +$37K +88 +5%
IA
594
IFP Advisors
Florida
$781K +$1.43M +3,397 +245%
EAM
595
EFG Asset Management
Oregon
$765K +$813K +1,935 New
SS
596
Simplicity Solutions
Minnesota
$755K +$278K +662 +53%
BFG
597
Bleakley Financial Group
New Jersey
$754K +$59.2K +141 +8%
CPC
598
Cookson Peirce & Co
Pennsylvania
$752K +$263K +625 +49%
WPC
599
Wedmont Private Capital
Pennsylvania
$752K +$57.1K +136 +7%
B
600
Barings
North Carolina
$747K +$793K +1,888 New
22 23
24
25 26