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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
751
Semus Wealth Partners
Florida
$1.3M -$474K -498 -30%
WIA
752
World Investment Advisors
California
$1.29M -$98K -103 -6%
SWP
753
Sagespring Wealth Partners
Tennessee
$1.29M +$166K +175 +18%
HAG
754
HighPoint Advisor Group
Illinois
$1.29M -$94.2K -99 -8%
MOS
755
MGO One Seven
Ohio
$1.29M -$20K -21 -2%
RBC
756
Romano Brothers & Co
Illinois
$1.28M -$9.51K -10 -0.9%
DA
757
Denali Advisors
California
$1.28M -$7.61K -8 -0.7%
WG
758
Welch Group
Alabama
$1.28M – – –
BG
759
BDF Gestion
France
$1.28M -$276K -290 -10%
ECM
760
Everence Capital Management
Indiana
$1.27M – – –
IWA
761
Icon Wealth Advisors
Texas
$1.26M -$6.66K -7 -0.6%
BT
762
Banque Transatlantique
France
$1.26M -$5.71K -6 -0.5%
SAM
763
Smartleaf Asset Management
Massachusetts
$1.26M – – –
GC
764
Grimes & Company
Massachusetts
$1.25M +$1.05M +1,107 New
CNBOF
765
City National Bank of Florida
Florida
$1.25M +$147K +155 +16%
AT
766
American Trust
Kentucky
$1.24M -$6.66K -7 -0.6%
FPAS
767
Focus Partners Advisor Solutions
Missouri
$1.24M +$724K +761 +229%
PMSA
768
Patrick M. Sweeney & Associates
Illinois
$1.24M -$14.3K -15 -1%
AWM
769
Aviso Wealth Management
Washington
$1.23M – – –
FHA
770
Flagship Harbor Advisors
Massachusetts
$1.23M – – –
IA
771
Integrity Alliance
Iowa
$1.22M -$8.56K -9 -0.8%
BS
772
Banco Santander
Spain
$1.22M -$66.6K -70 -6%
OL
773
Optas LLC
Texas
$1.22M -$85.6K -90 -8%
OIA
774
Oakmont Investment Advisors
Pennsylvania
$1.22M – – –
PPWP
775
Premier Path Wealth Partners
New Jersey
$1.21M +$1.9K +2 +0.2%
29 30
31
32 33