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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
776
Davenport & Co
Virginia
$596K -$34.4K -50 -5%
DIM
777
Delta Investment Management
California
$595K -$12.4K -18 -2%
SFS
778
Stiles Financial Services
Minnesota
$593K +$221K +321 +51%
MMPW
779
Mitchell McLeod Pugh & Williams
Alabama
$592K – – –
NIM
780
NEOS Investment Management
Connecticut
$588K – – –
KP
781
Keel Point
Alabama
$583K +$54.3K +79 +9%
EWM
782
Evermay Wealth Management
Virginia
$577K – – –
FTWA
783
Fifth Third Wealth Advisors
Ohio
$575K +$96.9K +141 +18%
CII
784
Capital International Inc
California
$575K +$630K +917 New
PFGIA
785
Patriot Financial Group Insurance Agency
Massachusetts
$572K +$72.9K +106 +13%
OAJ
786
Ogorek Anthony Joseph
New York
$568K +$4.81K +7 +0.8%
GCP
787
Garda Capital Partners
Minnesota
$558K +$613K +891 New
PA
788
PFG Advisors
Arizona
$553K +$24.7K +36 +4%
CSIC
789
Clifford Swan Investment Counsel
California
$552K +$1.38K +2 +0.2%
CFO
790
Collective Family Office
Pennsylvania
$546K -$151K -219 -20%
WFAG
791
Worth Financial Advisory Group
North Carolina
$544K -$32.3K -47 -5%
FFA
792
Farther Finance Advisors
California
$543K +$298K +433 +102%
NG
793
Norden Group
Utah
$540K -$21.3K -31 -3%
PA
794
Procyon Advisors
Connecticut
$537K +$64.6K +94 +12%
FPAS
795
Focus Partners Advisor Solutions
Missouri
$536K -$18.6K -27 -3%
AIM
796
Aigen Investment Management
New York
$535K +$310K +451 +112%
1W
797
1776 Wealth
Georgia
$533K – – –
CFO
798
CVA Family Office
Colorado
$530K -$3.44K -5 -0.6%
ONB
799
Old National Bancorp
Indiana
$526K +$17.9K +26 +3%
PIM
800
Profit Investment Management
Maryland
$525K +$575K +837 New
30 31
32
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