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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
676
Asset Allocation & Management Company
Illinois
$236K +$254K +874 New
JIP
677
Jaffetilchin Investment Partners
Florida
$230K -$21.5K -74 -8%
BFM
678
Boothbay Fund Management
New York
$228K +$245K +843 New
BP
679
Ballentine Partners
Massachusetts
$228K +$246K +844 New
SAM
680
Silvercrest Asset Management
New York
$227K – – –
AIM
681
Anchor Investment Management
South Carolina
$227K +$7.28K +25 +3%
RCM
682
RB Capital Management
Nevada
$226K +$244K +837 New
FRA
683
Frank Rimerman Advisors
California
$225K +$243K +834 New
CFO
684
CVA Family Office
Colorado
$222K +$17.5K +60 +8%
KPWS
685
Kestra Private Wealth Services
Texas
$220K -$4.66K -16 -2%
FNBT
686
FineMark National Bank & Trust
Florida
$219K -$50.9K -175 -18%
CG
687
Caprock Group
Idaho
$219K +$236K +811 New
FFN
688
Focus Financial Network
Minnesota
$216K +$233K +801 New
FNWM
689
Financial Network Wealth Management
Utah
$216K +$233K +800 New
SAM
690
Summit Asset Management
Tennessee
$216K +$233K +800 New
CAM
691
Cresset Asset Management
Illinois
$213K -$71K -244 -24%
JCM
692
Jacobi Capital Management
Pennsylvania
$208K +$224K +770 New
VA
693
Valmark Advisers
Ohio
$207K +$223K +765 New
SFI
694
Siemens Fonds Invest
Germany
$204K +$220K +755 New
PCS
695
Personal CFO Solutions
New Jersey
$202K +$218K +748 New
WFA
696
Wipfli Financial Advisors
Wisconsin
$200K +$216K +742 New
CMBA
697
C.M. Bidwell & Associates
Hawaii
$199K -$9.61K -33 -4%
HI
698
Harbour Investments
Wisconsin
$198K – – –
BAM
699
Belpointe Asset Management
Nevada
$190K -$330K -1,134 -62%
HWA
700
Heritage Wealth Advisors
Virginia
$177K – – –
26 27
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29 30