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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
676
Integrated Wealth Concepts
Massachusetts
$294K +$48.8K +137 +18%
CFO
677
CVA Family Office
Colorado
$290K +$311K +873 New
CRC
678
Curi RMB Capital
Illinois
$287K -$32.8K -92 -10%
CAMG
679
CWA Asset Management Group
Florida
$282K +$302K +848 New
MM
680
MQS Management
New York
$282K +$302K +848 New
AIM
681
Arcadia Investment Management
Michigan
$280K +$60.3K +169 +25%
SAM
682
Silvercrest Asset Management
New York
$279K -$160K -450 -35%
E
683
Ergoteles
New York
$279K +$300K +841 New
FI
684
Fractal Investments
Connecticut
$278K +$299K +838 New
PFM
685
Parsec Financial Management
North Carolina
$277K – – –
LOAMS
686
Lombard Odier Asset Management (Switzerland)
Switzerland
$275K +$296K +829 New
CG
687
Caprock Group
Idaho
$274K +$85.2K +239 +41%
EDRIA
688
Edmonds Duncan Registered Investment Advisors
Kansas
$273K +$49.2K +138 +18%
WANY
689
Wealthspire Advisors (New York)
New York
$271K +$291K +815 New
HI
690
Harbour Investments
Wisconsin
$270K -$296K -831 -51%
KPWS
691
Kestra Private Wealth Services
Texas
$267K +$82.7K +232 +41%
FNWM
692
Financial Network Wealth Management
Utah
$266K – – –
ER
693
Enlightenment Research
Florida
$266K +$285K +800 New
AIM
694
Anchor Investment Management
South Carolina
$266K +$44.6K +125 +19%
BFM
695
Boothbay Fund Management
New York
$264K +$283K +795 New
PAG
696
Private Advisory Group
Washington
$262K +$72.7K +204 +35%
JIP
697
Jaffetilchin Investment Partners
Florida
$260K -$82.4K -231 -23%
FPGK
698
Financial Partners Group (Kansas)
Kansas
$260K -$72K -202 -20%
MPM
699
MBB Public Markets
Illinois
$259K +$278K +780 New
ST
700
Smithfield Trust
Pennsylvania
$257K +$11.4K +32 +4%
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