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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
A
826
AlphaQuest
New York
$580K -$484K -723 -48%
CA
827
Calton & Associates
Florida
$580K +$71.6K +107 +16%
CP
828
CenterBook Partners
Connecticut
$580K +$92.3K +138 +22%
GSEP
829
Golden State Equity Partners
California
$579K -$14.7K -22 -3%
SWP
830
Sagespring Wealth Partners
Tennessee
$579K +$158K +236 +44%
TAM
831
Titleist Asset Management
Texas
$578K +$514K +768 New
MWM
832
Meridian Wealth Management
Kentucky
$578K +$191K +285 +59%
BOH
833
Bank of Hawaii
Hawaii
$573K +$508K +760 New
HKAM
834
Horizon Kinetics Asset Management
New York
$570K +$238K +356 +89%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$564K +$122K +183 +32%
LCM
836
Laurion Capital Management
New York
$564K +$500K +748 New
CB
837
CNB Bank
Pennsylvania
$549K -$8.03K -12 -2%
SFC
838
Swisher Financial Concepts
Ohio
$549K +$18.1K +27 +4%
CWM
839
Cornerstone Wealth Management
Missouri
$548K +$15.4K +23 +3%
AG
840
Algert Global
California
$545K +$484K +724 New
CAM
841
Cresset Asset Management
Illinois
$542K -$407K -609 -46%
RWP
842
RWA Wealth Partners
Massachusetts
$537K – – –
WF
843
Welch & Forbes
Massachusetts
$533K – – –
SIG
844
Sargent Investment Group
Maryland
$529K -$8.69K -13 -2%
BCA
845
Bay Capital Advisors
Virginia
$528K – – –
IC
846
IEQ Capital
California
$525K -$934K -1,397 -67%
SAM
847
Smartleaf Asset Management
Massachusetts
$518K -$51.5K -77 -10%
MFG
848
Merit Financial Group
Georgia
$517K +$104K +156 +29%
ECM
849
Elgethun Capital Management
South Dakota
$515K – – –
LGW
850
Leslie Global Wealth
Illinois
$514K – – –
32 33
34
35 36