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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
826
Premier Path Wealth Partners
New Jersey
$481K -$72.2K -105 -12%
SAM
827
Smartleaf Asset Management
Massachusetts
$480K -$13.1K -19 -2%
SFI
828
Siemens Fonds Invest
Germany
$475K +$26.1K +38 +5%
OBAM
829
ODDO BHF Asset Management
France
$467K -$2.96M -4,308 -85%
VFA
830
Valeo Financial Advisors
Indiana
$465K +$37.1K +54 +8%
CB
831
CNB Bank
Pennsylvania
$464K +$73.6K +107 +17%
AC
832
AXQ Capital
New Jersey
$464K +$254K +370 +100%
RWP
833
RWA Wealth Partners
Massachusetts
$447K -$14.4K -21 -3%
HTC
834
Haverford Trust Company
Pennsylvania
$447K +$687 +1 +0.1%
CCIA
835
Campbell & Co Investment Adviser
Maryland
$446K -$2.75M -4,001 -85%
KAS
836
KPP Advisory Services
Kentucky
$445K +$163K +237 +50%
WF
837
Welch & Forbes
Massachusetts
$443K – – –
CWM
838
Cornerstone Wealth Management
Missouri
$442K +$109K +158 +29%
PA
839
Profund Advisors
Maryland
$441K -$59.1K -86 -11%
SFC
840
Swisher Financial Concepts
Ohio
$440K +$482K +701 New
BCA
841
Bay Capital Advisors
Virginia
$439K – – –
SIA
842
Schechter Investment Advisors
Michigan
$437K -$44.7K -65 -9%
NI
843
Natural Investments
California
$434K +$476K +693 New
SWA
844
Sax Wealth Advisors
New Jersey
$431K +$144K +210 +44%
SWA
845
Stratos Wealth Advisors
Ohio
$429K +$28.9K +42 +7%
ECM
846
Elgethun Capital Management
South Dakota
$428K +$51.6K +75 +12%
LGW
847
Leslie Global Wealth
Illinois
$427K +$2.06K +3 +0.4%
AAMC
848
Asset Allocation & Management Company
Illinois
$422K – – –
HWA
849
Heritage Wealth Advisors
Virginia
$419K – – –
ILI
850
Invesco LLC (Illinois)
Illinois
$418K -$422K -614 -48%
32 33
34
35 36