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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
826
Cynosure Group
Utah
$389K +$95K +143 +31%
AP
827
Americana Partners
Texas
$389K +$29.2K +44 +8%
SI
828
Seeds Investor
New York
$389K +$174K +262 +77%
SGCA
829
Steel Grove Capital Advisors
Tennessee
$388K – – –
WANY
830
Wealthspire Advisors (New York)
New York
$387K -$15.3K -23 -4%
WC
831
Weil Company
California
$386K +$397K +597 New
HWA
832
HCR Wealth Advisors
California
$383K +$183K +275 +87%
BAM
833
BOS Asset Management
Illinois
$380K – – –
SF
834
Synovus Financial
Georgia
$378K -$15.3K -23 -4%
BSW
835
Buckingham Strategic Wealth
Missouri
$378K +$73.1K +110 +23%
HI
836
Hudock Inc
Pennsylvania
$367K +$665 +1 +0.2%
PWPS
837
Pinnacle Wealth Planning Services
Ohio
$367K -$1.99K -3 -0.5%
QCG
838
Quadrant Capital Group
Ohio
$362K +$32.6K +49 +10%
CCA
839
Checchi Capital Advisers
California
$361K -$15.9K -24 -4%
TCA
840
Transcend Capital Advisors
New Jersey
$360K +$63.8K +96 +21%
AWP
841
Ascent Wealth Partners
New York
$359K +$80.4K +121 +28%
CP
842
Cumberland Partners
Ontario, Canada
$358K -$53.2K -80 -13%
OCM
843
One Capital Management
California
$358K +$368K +554 New
JCIA
844
Jackson Creek Investment Advisors
Colorado
$357K -$82.4K -124 -18%
DWT
845
Dorsey & Whitney Trust
South Dakota
$357K -$3.32K -5 -0.9%
LSA
846
Leonteq Securities AG
Switzerland
$356K +$128K +193 +54%
SIG
847
Sargent Investment Group
Maryland
$354K +$1.33K +2 +0.4%
FHA
848
First Horizon Advisors
Tennessee
$353K +$23.3K +35 +7%
KFI
849
Key Financial Inc
Pennsylvania
$352K – – –
WBCM
850
Wilson & Boucher Capital Management
California
$350K – – –
32 33
34
35 36