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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
826
Univest Financial
Pennsylvania
$429K +$35.3K +55 +10%
BAM
827
BOS Asset Management
Illinois
$424K +$51.3K +80 +16%
CCA
828
Checchi Capital Advisers
California
$420K +$13.5K +21 +4%
I
829
InceptionR
California
$415K +$370K +576 New
LI
830
LVZ Inc
Michigan
$415K -$27.6K -43 -7%
EWM
831
Evercore Wealth Management
New York
$414K +$642 +1 +0.2%
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$411K -$3.85K -6 -1%
HI
833
Hudock Inc
Pennsylvania
$408K +$642 +1 +0.2%
AF
834
Allworth Financial
California
$408K +$80.9K +126 +29%
GM
835
GeoWealth Management
Illinois
$407K +$160K +249 +79%
PFGIA
836
Patriot Financial Group Insurance Agency
Massachusetts
$406K -$45.6K -71 -11%
CT
837
ClearAlpha Technologies
Connecticut
$405K +$360K +561 New
RSWM
838
Robertson Stephens Wealth Management
California
$402K +$358K +558 New
AP
839
Americana Partners
Texas
$402K -$3.85K -6 -1%
DWT
840
Dorsey & Whitney Trust
South Dakota
$402K +$19.3K +30 +6%
EFG
841
Everhart Financial Group
Ohio
$398K +$12.8K +20 +4%
KIA
842
Knollwood Investment Advisory
Maryland
$397K -$133K -207 -27%
PWM
843
Perigon Wealth Management
California
$393K -$55.8K -87 -14%
SIG
844
Sargent Investment Group
Maryland
$393K +$4.49K +7 +1%
PIM
845
Plato Investment Management
Australia
$393K +$348K +542 +18,067%
KFI
846
Key Financial Inc
Pennsylvania
$392K – – –
WBCM
847
Wilson & Boucher Capital Management
California
$390K -$46.8K -73 -12%
CWM
848
Cornerstone Wealth Management
Missouri
$390K +$26.3K +41 +8%
GWANC
849
Guardian Wealth Advisors (North Carolina)
North Carolina
$390K +$8.98K +14 +3%
BB
850
Burford Brothers
Texas
$389K -$4.49K -7 -1%
32 33
34
35 36