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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
751
Forum Financial Management
Illinois
$416K – – –
WAM
752
Weiss Asset Management
Massachusetts
$415K +$341K +723 New
WFAG
753
Worth Financial Advisory Group
North Carolina
$412K +$19.8K +42 +6%
PA
754
Procyon Advisors
Connecticut
$410K +$27.8K +59 +9%
WF
755
Welch & Forbes
Massachusetts
$406K +$472 +1 +0.1%
PPWM
756
Paragon Private Wealth Management
Kentucky
$406K +$21.7K +46 +7%
SFC
757
Swisher Financial Concepts
Ohio
$403K +$340K +720 New
ST
758
Smithfield Trust
Pennsylvania
$398K -$45.8K -97 -12%
PFS
759
Prospera Financial Services
Texas
$398K -$41.5K -88 -11%
VFA
760
Valeo Financial Advisors
Indiana
$397K +$36.3K +77 +13%
AA
761
ALPS Advisors
Colorado
$395K -$21.2K -45 -6%
PCM
762
Prelude Capital Management
New York
$394K +$324K +687 New
FBT
763
First Bank & Trust
South Dakota
$393K +$23.1K +49 +8%
PPWP
764
Premier Path Wealth Partners
New Jersey
$393K +$323K +685 New
SPC
765
Sigma Planning Corp
Michigan
$393K -$736K -1,561 -70%
HAG
766
HighPoint Advisor Group
Illinois
$391K +$262K +555 New
PA
767
PFG Advisors
Arizona
$389K -$13.7K -29 -4%
LFM
768
LGT Fund Management
Liechtenstein
$388K – – –
FPGK
769
Financial Partners Group (Kansas)
Kansas
$385K – – –
NJBEST
770
New Jersey Better Educational Savings Trust
New Jersey
$384K – – –
TIP
771
Torray Investment Partners
Maryland
$378K – – –
HWA
772
Heritage Wealth Advisors
Virginia
$377K – – –
KA
773
Klingman & Associates
New York
$372K -$190K -403 -38%
GKWIM
774
Gerber Kawasaki Wealth & Investment Management
California
$370K +$943 +2 +0.3%
VAS
775
Vestmark Advisory Solutions
Massachusetts
$367K +$371K +787 New
29 30
31
32 33