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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
776
Centaurus Financial
California
$112K -$93.1K -285 -47%
SCA
777
Stonebridge Capital Advisors
Minnesota
$105K – – –
DC
778
DeDora Capital
California
$102K +$94K +288 New
DMBA
779
Deseret Mutual Benefit Administrators
Utah
$100K -$19.6K -60 -18%
CB
780
CNB Bank
Pennsylvania
$89K – – –
GG
781
Gleason Group
Kentucky
$89K – – –
FHA
782
First Horizon Advisors
Tennessee
$87K +$6.86K +21 +9%
HIIFS
783
Harel Insurance Investments & Financial Services
Israel
$85K – – –
PWMG
784
Prestige Wealth Management Group
New Jersey
$84K – – –
TAIM
785
TD Ameritrade Investment Management
Nebraska
$82K +$1.63K +5 +2%
GWSG
786
GPS Wealth Strategies Group
Colorado
$80K +$73.5K +225 New
AF
787
Allworth Financial
California
$78K +$48.3K +148 +206%
AWA
788
Aaron Wealth Advisors
Illinois
$76.7K +$70.5K +216 New
ELI
789
Empire Life Investments
Ontario, Canada
$75K -$7.52M -23,033 -99%
EI
790
Ellevest Inc
New York
$75K -$22.9K -70 -25%
WB
791
Webster Bank
Connecticut
$74K – – –
HWA
792
HHM Wealth Advisors
Tennessee
$73K +$66.9K +205 New
BWA
793
BDO Wealth Advisors
Florida
$71K – – –
SWM
794
Selective Wealth Management
Virginia
$71K – – –
T
795
TCWP
Ohio
$66K +$61.1K +187 New
LAS
796
Lloyd Advisory Services
Georgia
$65K +$17K +52 +40%
HNWAG
797
High Net Worth Advisory Group
Florida
$65K +$60.1K +184 New
PWP
798
Pursue Wealth Partners
California
$64.2K +$65.3K +200 New
WWM
799
Wolff Wiese Magana
California
$64K +$2.29K +7 +4%
PFGIA
800
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$3.27K +10 +6%
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