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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
576
Simplicity Solutions
Minnesota
$836K -$11.1K -30 -2%
BFG
577
Bleakley Financial Group
New Jersey
$836K -$10.7K -29 -2%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$826K -$371 -1 -0.1%
CPC
579
Cookson Peirce & Co
Pennsylvania
$816K -$25.6K -69 -4%
ATPW
580
Ashton Thomas Private Wealth
Arizona
$813K +$677K +1,826 New
FTDI
581
First Trust Direct Indexing
Massachusetts
$811K +$30.4K +82 +5%
EF
582
Empowered Funds
Pennsylvania
$799K -$4.52M -12,209 -87%
EST
583
EA Series Trust
Pennsylvania
$799K +$664K +1,793 New
VAFP
584
Vahanian & Associates Financial Planning
New York
$792K – – –
GT
585
Greenleaf Trust
Michigan
$791K -$83.4K -225 -11%
CG
586
CFO4Life Group
Texas
$791K +$1.48K +4 +0.2%
BTWM
587
Baker Tilly Wealth Management
Wisconsin
$775K -$2.22K -6 -0.3%
SIA
588
SeaBridge Investment Advisors
New Jersey
$774K -$1.85K -5 -0.3%
CCIA
589
Campbell & Co Investment Adviser
Maryland
$773K -$902K -2,434 -58%
WPC
590
Wedmont Private Capital
Pennsylvania
$769K -$124K -335 -16%
AIM
591
Acropolis Investment Management
Missouri
$768K -$23K -62 -3%
OAM
592
Ostrum Asset Management
France
$764K -$214K -577 -25%
IAIM
593
International Assets Investment Management
Florida
$762K +$13.3K +36 +2%
CA
594
Clearstead Advisors
Ohio
$759K -$1.48K -4 -0.2%
RJT
595
Raymond James Trust
Florida
$757K -$167K -451 -21%
SAI
596
Systematic Alpha Investments
New Jersey
$746K – – –
FSC
597
Full Sail Capital
Oklahoma
$741K -$125K -337 -17%
BAM
598
Belpointe Asset Management
Nevada
$739K +$56.3K +152 +10%
VI
599
Vestcor Inc
New Brunswick, Canada
$736K – – –
PA
600
Parallel Advisors
California
$730K +$24.5K +66 +4%
22 23
24
25 26