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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
826
Level Four Advisory Services
Texas
$989K +$53.3K +56 +7%
SB
827
Simmons Bank
Arkansas
$986K +$828K +870 New
AFP
828
Ausdal Financial Partners
Iowa
$982K -$147K -155 -15%
FA
829
Fiduciary Alliance
South Carolina
$979K – – –
AGC
830
August Group Capital
$977K +$1.9K +2 +0.2%
AI
831
Atom Investors
Texas
$967K +$812K +854 New
PWM
832
Perigon Wealth Management
California
$966K +$201K +211 +33%
TCM
833
Traub Capital Management
Massachusetts
$964K -$51.4K -54 -6%
CRC
834
Curi RMB Capital
Illinois
$964K +$6.66K +7 +0.8%
1W
835
1776 Wealth
Georgia
$963K – – –
RA
836
RiverPark Advisors
New York
$955K -$407K -428 -34%
NI
837
Natural Investments
California
$955K -$7.61K -8 -0.9%
CPC
838
Congress Park Capital
New York
$946K -$52.3K -55 -6%
VA
839
Valmark Advisers
Ohio
$945K – – –
JWM
840
Jackson Wealth Management
Florida
$941K -$7.46M -7,840 -90%
HWM
841
Hohimer Wealth Management
Washington
$934K +$23.8K +25 +3%
AWM
842
Aprio Wealth Management
Georgia
$929K +$22.8K +24 +3%
CSA
843
Cornerstone Select Advisors
Missouri
$922K +$247K +260 +47%
DWP
844
Daymark Wealth Partners
Ohio
$922K +$277K +291 +56%
VCM
845
Voleon Capital Management
California
$919K +$772K +811 New
CI
846
Corient IA
Florida
$918K – – –
LPFG
847
Landing Point Financial Group
Ohio
$916K -$34.3K -36 -4%
CCC
848
Chesapeake Capital Corp
Florida
$915K +$372K +391 +94%
GITFIT
849
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$906K +$143K +150 +23%
FNWM
850
Financial Network Wealth Management
Utah
$906K – – –
32 33
34
35 36