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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
676
Freedom Investment Management
Connecticut
$439K -$55.8K -122 -11%
SIMG
677
Sonora Investment Management Group
Arizona
$439K +$122K +267 +37%
KPWS
678
Kestra Private Wealth Services
Texas
$438K +$95.2K +208 +27%
RBFC
679
Roman Butler Fullerton & Co
Missouri
$438K +$5.49K +12 +1%
JIP
680
Jaffetilchin Investment Partners
Florida
$433K -$27K -59 -6%
HI
681
Horizon Investments
North Carolina
$433K +$23.8K +52 +6%
SFA
682
Sequoia Financial Advisors
Ohio
$431K +$7.78K +17 +2%
JCIA
683
Jackson Creek Investment Advisors
Colorado
$430K -$2.75K -6 -0.6%
WG
684
Welch Group
Alabama
$429K +$4.58K +10 +1%
WANY
685
Wealthspire Advisors (New York)
New York
$426K -$458 -1 -0.1%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$426K +$4.58K +10 +1%
MWM
687
Modera Wealth Management
New Jersey
$423K +$4.58K +10 +1%
TC
688
TownSquare Capital
Utah
$422K +$49K +107 +13%
CRC
689
Curi RMB Capital
Illinois
$415K -$3.2K -7 -0.7%
UCFA
690
United Capital Financial Advisors
Texas
$412K -$22.9K -50 -5%
QI
691
Qtron Investments
Massachusetts
$407K -$1.37K -3 -0.3%
DC
692
Davenport & Co
Virginia
$405K +$7.78K +17 +2%
TGAM
693
TBH Global Asset Management
Tennessee
$402K – – –
SRG
694
SBB Research Group
Illinois
$400K – – –
CG
695
Caprock Group
Idaho
$391K -$5.49K -12 -1%
WBC
696
Westpac Banking Corp
Australia
$391K +$366K +800 +1,000%
RA
697
RFG Advisory
Alabama
$389K -$40.7K -89 -9%
FFN
698
Focus Financial Network
Minnesota
$388K -$16.9K -37 -4%
FIA
699
Foundations Investment Advisors
Arizona
$388K +$9.15K +20 +2%
BP
700
Ballentine Partners
Massachusetts
$387K +$8.24K +18 +2%
26 27
28
29 30