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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
826
Keebeck Wealth Management
Illinois
$547K – – –
SWM
827
SeaCrest Wealth Management
New York
$538K +$19.5K +24 +3%
SIA
828
Schechter Investment Advisors
Michigan
$537K -$297K -365 -32%
PA
829
Procyon Advisors
Connecticut
$537K +$17.9K +22 +3%
WANY
830
Wealthspire Advisors (New York)
New York
$533K -$176K -216 -22%
JSW
831
Journey Strategic Wealth
New Jersey
$533K -$4.06K -5 -0.7%
CFG
832
Cooper Financial Group
California
$530K +$18.7K +23 +3%
FFM
833
Forum Financial Management
Illinois
$528K +$11.4K +14 +2%
NRG
834
Nemes Rush Group
Michigan
$519K +$579K +712 +2,848%
RWP
835
RWA Wealth Partners
Massachusetts
$517K -$2.44K -3 -0.4%
RS
836
R Squared
Hong Kong
$514K +$593K +730 New
SFI
837
Siemens Fonds Invest
Germany
$508K +$8.94K +11 +2%
BPC
838
Bryce Point Capital
New York
$505K +$583K +717 New
FIA
839
Foundations Investment Advisors
Arizona
$505K -$132K -162 -18%
HTC
840
Haverford Trust Company
Pennsylvania
$502K -$11.4K -14 -2%
WF
841
Welch & Forbes
Massachusetts
$498K – – –
BCA
842
Bay Capital Advisors
Virginia
$494K +$570K +701 New
CAM
843
Covenant Asset Management
New Jersey
$493K +$569K +700 New
AC
844
Aristeia Capital
Connecticut
$492K +$567K +698 New
TPW
845
Transatlantique Private Wealth
New York
$485K – – –
VFA
846
Valeo Financial Advisors
Indiana
$485K -$14.6K -18 -3%
OIA
847
OneDigital Investment Advisors
Kansas
$484K +$30.1K +37 +6%
CI
848
Cigna Investments
Connecticut
$480K -$6.5K -8 -1%
LGW
849
Leslie Global Wealth
Illinois
$478K +$2.44K +3 +0.4%
MAWA
850
Moss Adams Wealth Advisors
Washington
$478K +$21.1K +26 +4%
32 33
34
35 36