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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
751
Jump Financial
Illinois
$629K +$560K +872 New
FWIA
752
Fort Washington Investment Advisors
Ohio
$625K -$75.1K -117 -12%
QI
753
Qtron Investments
Massachusetts
$619K -$36.6K -57 -6%
PF
754
Phoenix Financial
Israel
$616K +$549K +856 New
1W
755
1776 Wealth
Georgia
$613K – – –
PPWM
756
Paragon Private Wealth Management
Kentucky
$611K +$89.2K +139 +20%
FFN
757
Focus Financial Network
Minnesota
$603K -$11.6K -18 -2%
FAM
758
Fred Alger Management
New York
$600K +$534K +832 New
CFO
759
CVA Family Office
Colorado
$598K +$642 +1 +0.1%
WR
760
WD Rutherford
Oregon
$597K -$101K -157 -16%
DC
761
Davenport & Co
Virginia
$596K +$8.98K +14 +2%
AHC
762
Adell Harriman & Carpenter
Texas
$578K +$1.28K +2 +0.3%
FCG
763
Fielder Capital Group
Tennessee
$578K +$5.78K +9 +1%
GWA
764
GGM Wealth Advisors
Maryland
$571K -$2.12M -3,300 -80%
AC
765
ASB Consultores
Florida
$571K +$508K +792 New
GA
766
Gateway Advisory
New Jersey
$569K +$166K +259 +49%
CF
767
Centaurus Financial
California
$561K -$69.9K -109 -12%
DC
768
Diametric Capital
Massachusetts
$560K -$712K -1,110 -59%
PPWP
769
Premier Path Wealth Partners
New Jersey
$556K +$53.9K +84 +12%
KP
770
Keel Point
Alabama
$552K +$1.93K +3 +0.4%
VA
771
Valmark Advisers
Ohio
$552K – – –
MG
772
Mather Group
Illinois
$552K -$6.42K -10 -1%
FIM
773
Freedom Investment Management
Connecticut
$542K -$69.9K -109 -13%
FPAS
774
Focus Partners Advisor Solutions
Missouri
$535K +$475K +741 New
HAG
775
HighPoint Advisor Group
Illinois
$533K +$135K +210 +38%
29 30
31
32 33