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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Ritholtz Wealth Management
New York
$705K -$230K -621 -28%
WR
602
WD Rutherford
Oregon
$701K +$1.85K +5 +0.3%
GPGA
603
Grandeur Peak Global Advisors
Utah
$701K +$583K +1,573 New
WI
604
Wintrust Investments
Illinois
$697K +$31.5K +85 +6%
SIA
605
Schechter Investment Advisors
Michigan
$697K -$97.1K -262 -14%
RCA
606
Ranch Capital Advisors
Florida
$696K -$17.8K -48 -3%
EWA
607
EP Wealth Advisors
California
$690K +$37M +99,717 +508%
CGL
608
Clarius Group LLC
Washington
$686K -$21.5K -58 -4%
TMAM
609
Tokio Marine Asset Management
Japan
$685K +$9.63K +26 +2%
SWS
610
SYSTM Wealth Solutions
Illinois
$679K +$2.59K +7 +0.5%
WA
611
Wealth Alliance
New York
$679K +$152K +409 +37%
PSC
612
Portman Square Capital
United Kingdom
$679K -$566K -1,527 -50%
KTC
613
Kistler-Tiffany Companies
Pennsylvania
$675K +$58.6K +158 +12%
BS
614
Banco Santander
Spain
$675K +$562K +1,516 New
ACM
615
Arcataur Capital Management
Wisconsin
$674K +$561K +1,514 New
ONB
616
Old National Bancorp
Indiana
$673K -$365K -984 -39%
CPA
617
Cardiff Park Advisors
California
$668K – – –
HA
618
Harbor Advisors
Florida
$668K – – –
CF
619
Copperwynd Financial
Arizona
$667K +$22.6K +61 +4%
ILI
620
Invesco LLC (Illinois)
Illinois
$659K +$548K +1,480 New
TF
621
TIAA FSB
Florida
$654K -$31.1K -84 -5%
ACM
622
AlphaStar Capital Management
North Carolina
$652K -$662K -1,787 -55%
S
623
SignatureFD
Georgia
$649K +$15.6K +42 +3%
FHA
624
Flagship Harbor Advisors
Massachusetts
$648K -$17.8K -48 -3%
HBT
625
Heartland Bank & Trust
Illinois
$645K -$41.9K -113 -7%
23 24
25
26 27