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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
601
First Horizon Advisors
Tennessee
$30K -$9.52K -75 -24%
LWCFA
602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
PWMG
603
Prestige Wealth Management Group
New Jersey
$27K – – –
FIB
604
First Interstate Bank
Montana
$26K +$24.5K +193 New
BWA
605
Burt Wealth Advisors
Maryland
$21K – – –
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
FPFS
607
First Personal Financial Services
North Carolina
$21K +$635 +5 +3%
WAP
608
Wealthcare Advisory Partners
Pennsylvania
$19K – – –
AF
609
Advisornet Financial
Minnesota
$18K -$5.97K -47 -26%
HI
610
Hudock Inc
Pennsylvania
$18K – – –
AC
611
Avestar Capital
New York
$17K – – –
JCM
612
Jacobi Capital Management
Pennsylvania
$17K +$10.7K +84 +191%
CFG
613
Citizens Financial Group
Rhode Island
$16K +$11.2K +88 +284%
TL
614
TrueWealth LLC
Georgia
$14K – – –
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$2.41K -19 -16%
DAM
616
Delta Asset Management
Tennessee
$13K – – –
OC
617
Oakworth Capital
Alabama
$13K – – –
PCG
618
Private Capital Group
Connecticut
$13K +$4.06K +32 +55%
KCPG
619
Kavar Capital Partners Group
Kansas
$13K +$12.7K +100 New
BWM
620
Baystate Wealth Management
Massachusetts
$12K – – –
IF
621
Ironwood Financial
Arizona
$12K – – –
PB
622
Pinnacle Bancorp
Nebraska
$11K – – –
BCA
623
Berman Capital Advisors
Georgia
$10K -$2.67K -21 -21%
RFA
624
Reilly Financial Advisors
California
$10K – – –
BWM
625
BerganKDV Wealth Management
Minnesota
$10K +$9.52K +75 New
23 24
25
26 27