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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
601
American Trust
Kentucky
$741K -$272K -648 -26%
DTL
602
Dynamic Technology Lab
Singapore
$736K -$599K -1,426 -43%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$735K +$10.9K +26 +1%
SIA
604
Schechter Investment Advisors
Michigan
$723K +$99.1K +236 +15%
SFS
605
Sowell Financial Services
Arkansas
$717K +$762K +1,813 New
MME
606
Meag Munich Ergo
Germany
$707K +$751K +1,787 New
AIM
607
Acropolis Investment Management
Missouri
$707K +$156K +371 +26%
VAFP
608
Vahanian & Associates Financial Planning
New York
$704K -$207K -492 -22%
CG
609
CFO4Life Group
Texas
$701K +$744K +1,772 New
BTWM
610
Baker Tilly Wealth Management
Wisconsin
$691K +$213K +506 +41%
SIA
611
SeaBridge Investment Advisors
New Jersey
$689K -$504K -1,200 -41%
FLPIM
612
F.L. Putnam Investment Management
Massachusetts
$688K -$840 -2 -0.1%
FTDI
613
First Trust Direct Indexing
Massachusetts
$688K +$35.3K +84 +5%
CA
614
Clearstead Advisors
Ohio
$676K +$1.68K +4 +0.2%
AWM
615
Axxcess Wealth Management
California
$664K +$50.4K +120 +8%
IAIM
616
International Assets Investment Management
Florida
$663K -$12.2K -29 -2%
SAI
617
Systematic Alpha Investments
New Jersey
$663K – – –
QI
618
Qtron Investments
Massachusetts
$661K -$216K -514 -24%
VI
619
Vestcor Inc
New Brunswick, Canada
$654K -$3.36K -8 -0.5%
TCM
620
Twin Capital Management
Pennsylvania
$648K -$11.3K -27 -2%
CW
621
CreativeOne Wealth
Kansas
$644K +$67.2K +160 +11%
ECM
622
Everence Capital Management
Indiana
$641K – – –
1WA
623
180 Wealth Advisors
Washington
$637K +$221K +526 +49%
RCA
624
Ranch Capital Advisors
Florida
$637K -$23.5K -56 -3%
EWM
625
EPG Wealth Management
Georgia
$635K +$674K +1,604 New
23 24
25
26 27