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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
751
Boothbay Fund Management
New York
$281K -$5.14M -12,238 -95%
CG
752
Cutler Group
California
$281K -$977K -2,325 -77%
CWM
753
Cornerstone Wealth Management
Missouri
$281K +$298K +709 New
WF
754
Welch & Forbes
Massachusetts
$280K – – –
EWM
755
Empirical Wealth Management
Washington
$279K +$297K +706 New
SCP
756
Stamos Capital Partners
California
$277K – – –
HFM
757
Harvest Fund Management
China
$277K -$90.7K -216 -24%
JLBC
758
J.L. Bainbridge & Co
Florida
$273K -$13.9K -33 -5%
PFS
759
Prospera Financial Services
Texas
$270K – – –
AIM
760
Anchor Investment Management
South Carolina
$269K -$44.5K -106 -13%
FBT
761
First Bank & Trust
South Dakota
$265K -$19.7K -47 -7%
LFM
762
LGT Fund Management
Liechtenstein
$265K – – –
NJBEST
763
New Jersey Better Educational Savings Trust
New Jersey
$265K – – –
TIP
764
Torray Investment Partners
Maryland
$261K – – –
HWA
765
Heritage Wealth Advisors
Virginia
$260K – – –
SCM
766
SevenOneSeven Capital Management
Pennsylvania
$259K -$91.1K -217 -22%
CAM
767
Cresset Asset Management
Illinois
$256K +$272K +647 New
GKWIM
768
Gerber Kawasaki Wealth & Investment Management
California
$255K – – –
DGAM
769
Desjardins Global Asset Management
Quebec, Canada
$254K +$179K +426 +197%
AF
770
Allworth Financial
California
$251K +$55K +131 +26%
PPWM
771
Paragon Private Wealth Management
Kentucky
$251K – – –
HGERS
772
Householder Group Estate & Retirement Specialist
Arizona
$247K +$262K +623 New
PCS
773
Personal CFO Solutions
New Jersey
$247K -$52.9K -126 -17%
GWM
774
Gitterman Wealth Management
New Jersey
$243K +$258K +615 New
WBCM
775
Wilson & Boucher Capital Management
California
$243K – – –
29 30
31
32 33