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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
701
Romano Brothers & Co
Illinois
$821K – – –
PA
702
Profund Advisors
Maryland
$820K +$193K +300 +36%
EWM
703
Evermay Wealth Management
Virginia
$810K -$642 -1 -0.1%
IFG
704
Independent Financial Group
California
$808K +$203K +316 +39%
SPC
705
Spirepoint Private Client
Florida
$806K +$717K +1,118 New
SC
706
Savant Capital
Illinois
$805K +$53.3K +83 +8%
BBNA
707
Bremer Bank National Association
Minnesota
$804K -$75.1K -117 -9%
SFA
708
Sequoia Financial Advisors
Ohio
$804K -$375K -585 -34%
FRM
709
Fox Run Management
Connecticut
$794K +$706K +1,101 New
AI
710
AXS Investments
New York
$793K +$64.2K +100 +10%
IC
711
Inscription Capital
Texas
$793K +$706K +1,100 New
MMPW
712
Mitchell McLeod Pugh & Williams
Alabama
$790K -$25.7K -40 -4%
CSIC
713
Clifford Swan Investment Counsel
California
$778K – – –
KWM
714
Keebeck Wealth Management
Illinois
$776K +$40.4K +63 +6%
SWS
715
SYSTM Wealth Solutions
Illinois
$771K -$103K -161 -13%
BTWM
716
Baker Tilly Wealth Management
Wisconsin
$769K -$4.49K -7 -0.7%
PAS
717
Point72 Asia (Singapore)
Singapore
$769K +$684K +1,066 New
OL
718
Optas LLC
Texas
$767K +$2.57K +4 +0.4%
KPWS
719
Kestra Private Wealth Services
Texas
$767K +$75.7K +118 +12%
JIP
720
Jaffetilchin Investment Partners
Florida
$764K -$10.3K -16 -1%
IFU
721
iSAM Funds (UK)
United Kingdom
$761K +$678K +1,056 New
PFBT
722
Parkside Financial Bank & Trust
Missouri
$759K +$7.06K +11 +1%
BP
723
Ballentine Partners
Massachusetts
$754K +$100K +156 +18%
FT
724
Fiduciary Trust
Massachusetts
$752K – – –
TCM
725
Teza Capital Management
Illinois
$751K +$669K +1,042 New
27 28
29
30 31