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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
601
CX Institutional
Indiana
$40K +$30.6K +182 +404%
GAM
602
Gemmer Asset Management
California
$37K – – –
ZB
603
Zions Bancorporation
Utah
$37K +$25K +149 +237%
AWA
604
Arkadios Wealth Advisors
Georgia
$36.7K -$6.72K -40 -17%
HIA
605
Harbor Investment Advisory
Maryland
$34K -$1.01K -6 -3%
CSPIA
606
Cary Street Partners Investment Advisory
Virginia
$31K +$29.4K +175 New
BWA
607
Burt Wealth Advisors
Maryland
$29K – – –
OIA
608
Optimum Investment Advisors
Illinois
$26K +$12.6K +75 +100%
HS
609
Horan Securities
United States
$25K – – –
PCM
610
Penserra Capital Management
California
$23K -$988K -5,875 -98%
JCM
611
Jacobi Capital Management
Pennsylvania
$22K -$6.72K -40 -24%
AF
612
Advisornet Financial
Minnesota
$22K – – –
BCA
613
Berman Capital Advisors
Georgia
$22K – – –
FHA
614
First Horizon Advisors
Tennessee
$22K +$3.87K +23 +22%
AWM
615
Adams Wealth Management
Utah
$22K +$21.5K +128 New
CFD
616
Creative Financial Designs
Indiana
$20K – – –
FHC
617
First Horizon Corporation
Tennessee
$19K +$19K +113 New
CFGS
618
Concourse Financial Group Securities
Alabama
$17K – – –
DAM
619
Delta Asset Management
Tennessee
$17K – – –
RFA
620
Reilly Financial Advisors
California
$17K – – –
IF
621
Ironwood Financial
Arizona
$16K – – –
LC
622
Lindbrook Capital
California
$16K +$504 +3 +3%
ETC
623
Exchange Traded Concepts
Oklahoma
$16K +$7.06K +42 +82%
BWM
624
BerganKDV Wealth Management
Minnesota
$15K – – –
PFBT
625
Parkside Financial Bank & Trust
Missouri
$14K -$1.51K -9 -10%
23 24
25
26 27