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United Rentals

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
751
Delta Investment Management
California
$725K +$52.5K +73 +9%
NG
752
Norden Group
Utah
$724K +$643K +894 New
A
753
AlphaQuest
New York
$721K +$27.3K +38 +4%
SAM
754
Silvercrest Asset Management
New York
$716K
CSIC
755
Clifford Swan Investment Counsel
California
$712K
OAJ
756
Ogorek Anthony Joseph
New York
$711K +$282K +392 +81%
FIA
757
Foundations Investment Advisors
Arizona
$711K -$25.2K -35 -4%
SSA
758
Schonfeld Strategic Advisors
New York
$703K -$15.1M -21,000 -96%
PPWM
759
Paragon Private Wealth Management
Kentucky
$702K +$43.9K +61 +8%
Jones Financial Companies
760
Jones Financial Companies
Missouri
$702K +$296K +412 +92%
PWPS
761
Pinnacle Wealth Planning Services
Ohio
$698K +$212K +295 +52%
RL
762
Retireful LLC
Michigan
$697K +$619K +861 New
PPWP
763
Premier Path Wealth Partners
New Jersey
$690K +$64.7K +90 +12%
1W
764
1776 Wealth
Georgia
$688K
TGAM
765
TBH Global Asset Management
Tennessee
$688K +$71.9K +100 +13%
FWIA
766
Fort Washington Investment Advisors
Ohio
$687K -$13.7K -19 -2%
FFN
767
Focus Financial Network
Minnesota
$683K -$63.3K -88 -9%
CFO
768
CVA Family Office
Colorado
$683K +$10.1K +14 +2%
GA
769
Gateway Advisory
New Jersey
$677K -$15.1K -21 -2%
FCG
770
Fielder Capital Group
Tennessee
$675K +$26.6K +37 +5%
DAS
771
Dynamic Advisor Solutions
Arizona
$668K +$114K +158 +24%
HAG
772
HighPoint Advisor Group
Illinois
$657K -$255K -354 -30%
HFM
773
Harvest Fund Management
China
$655K +$545K +758 +1,486%
SAM
774
Smartleaf Asset Management
Massachusetts
$652K +$175K +243 +44%
STA
775
Summit Trail Advisors
New York
$651K +$41K +57 +8%