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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
601
Parallel Advisors
California
$389K +$88.8K +305 +27%
GG
602
Gofen & Glossberg
Illinois
$382K – – –
BPA
603
Beacon Pointe Advisors
California
$381K +$39K +134 +11%
CW
604
CreativeOne Wealth
Kansas
$380K +$34.3K +118 +9%
CA
605
Clearstead Advisors
Ohio
$377K – – –
UCFA
606
United Capital Financial Advisors
Texas
$377K +$406K +1,396 New
DBT
607
Dubuque Bank & Trust
Iowa
$375K – – –
III
608
Independent Investors Inc
New York
$373K – – –
MC
609
Maverick Capital
Texas
$369K +$397K +1,365 New
MMPW
610
Mitchell McLeod Pugh & Williams
Alabama
$366K – – –
AT
611
American Trust
Kentucky
$365K +$128K +440 +48%
RBC
612
Romano Brothers & Co
Illinois
$364K +$392K +1,348 New
EFSCE
613
Enterprise Financial Services Corp (EFSC)
Missouri
$363K -$7.86K -27 -2%
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$363K -$873 -3 -0.2%
WS
615
Wedbush Securities
California
$360K +$22.4K +77 +6%
MGIA
616
Moneta Group Investment Advisors
Missouri
$348K -$224K -770 -37%
TMAM
617
Tokio Marine Asset Management
Japan
$343K +$6.69K +23 +2%
SCM
618
SevenOneSeven Capital Management
Pennsylvania
$341K -$144K -495 -28%
MYAM
619
Meiji Yasuda Asset Management
Japan
$341K +$49.5K +170 +16%
S
620
SignatureFD
Georgia
$340K -$149K -512 -29%
WJWM
621
Williams Jones Wealth Management
New York
$339K – – –
RIL
622
Rothschild Investment LLC
Illinois
$339K +$365K +1,255 New
TFS
623
Thoroughbred Financial Services
Tennessee
$338K +$365K +1,253 New
WI
624
Wintrust Investments
Illinois
$334K +$45.1K +155 +14%
FTDI
625
First Trust Direct Indexing
Massachusetts
$333K -$44.5K -153 -11%
23 24
25
26 27