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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
801
Heritage Wealth Advisors
Virginia
$425K – – –
KA
802
Klingman & Associates
New York
$422K +$3.32K +5 +0.8%
JSW
803
Journey Strategic Wealth
New Jersey
$422K +$118K +177 +37%
MAWA
804
Moss Adams Wealth Advisors
Washington
$420K +$19.3K +29 +5%
GKWIM
805
Gerber Kawasaki Wealth & Investment Management
California
$420K +$1.33K +2 +0.3%
ADIM
806
Alpha DNA Investment Management
Maryland
$418K +$92.4K +139 +27%
FPGK
807
Financial Partners Group (Kansas)
Kansas
$415K – – –
FMN
808
Financial Management Network
California
$412K +$432K +650 New
EFS
809
Essex Financial Services
Connecticut
$412K +$114K +171 +40%
OIA
810
OneDigital Investment Advisors
Kansas
$407K +$9.97K +15 +2%
AF
811
Allworth Financial
California
$407K +$1.33K +2 +0.4%
SAG
812
SageView Advisory Group
California
$406K -$2.13M -3,203 -84%
AWA
813
Arete Wealth Advisors
Illinois
$406K +$417K +627 New
CWM
814
Cornerstone Wealth Management
Missouri
$406K +$57.2K +86 +16%
CB
815
CNB Bank
Pennsylvania
$406K +$10.6K +16 +3%
FCP
816
Fidelis Capital Partners
Florida
$404K +$9.3K +14 +2%
BIAS
817
Beacon Investment Advisory Services
New Jersey
$401K – – –
FIM
818
Freedom Investment Management
Connecticut
$400K -$87.7K -132 -18%
WP
819
WealthPLAN Partners
Nebraska
$398K +$118K +178 +41%
FMLI
820
Fukoku Mutual Life Insurance
Japan
$398K -$6.65K -10 -2%
ECM
821
Elgethun Capital Management
South Dakota
$393K – – –
CA
822
Calton & Associates
Florida
$393K – – –
HGERS
823
Householder Group Estate & Retirement Specialist
Arizona
$390K +$79.8K +120 +25%
GSEP
824
Golden State Equity Partners
California
$389K +$400K +602 New
RSWM
825
Robertson Stephens Wealth Management
California
$389K +$29.2K +44 +8%
31 32
33
34 35