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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
726
J.L. Bainbridge & Co
Florida
$257K +$238K +723 New
FFM
727
Forum Financial Management
Illinois
$256K +$237K +721 New
FBT
728
First Bank & Trust
South Dakota
$255K +$236K +717 New
MYLI
729
Meiji Yasuda Life Insurance
Japan
$252K +$233K +708 New
WF
730
Welch & Forbes
Massachusetts
$251K +$232K +707 New
WPW
731
Warther Private Wealth
Ohio
$251K -$103K -313 -31%
BAM
732
Belpointe Asset Management
Nevada
$249K – – –
SCP
733
Stamos Capital Partners
California
$249K -$407K -1,240 -64%
KF
734
Krilogy Financial
Missouri
$248K +$230K +699 New
IA
735
IFP Advisors
Florida
$248K -$476K -1,450 -51%
HNB
736
Huntington National Bank
Ohio
$243K +$13.1K +40 +6%
WANY
737
Wealthspire Advisors (New York)
New York
$243K +$224K +683 New
PFS
738
Prospera Financial Services
Texas
$242K +$224K +681 New
LFM
739
LGT Fund Management
Liechtenstein
$238K +$220K +670 New
NJBEST
740
New Jersey Better Educational Savings Trust
New Jersey
$238K +$220K +670 New
PWM
741
Perigon Wealth Management
California
$237K +$219K +666 New
TIP
742
Torray Investment Partners
Maryland
$235K +$217K +660 New
HWA
743
Heritage Wealth Advisors
Virginia
$234K – – –
LSA
744
Leonteq Securities AG
Switzerland
$230K -$160K -487 -43%
ZCA
745
Zeke Capital Advisors
Pennsylvania
$229K +$212K +645 New
GKWIM
746
Gerber Kawasaki Wealth & Investment Management
California
$229K +$212K +644 New
AR
747
Advisory Research
Illinois
$227K +$210K +639 New
BIAS
748
Beacon Investment Advisory Services
New Jersey
$226K +$209K +637 New
PPWM
749
Paragon Private Wealth Management
Kentucky
$225K +$208K +634 New
KA
750
Kovack Advisors
Florida
$224K +$207K +631 New
28 29
30
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