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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
851
Key Financial Inc
Pennsylvania
$440K – – –
AWM
852
Axxcess Wealth Management
California
$440K +$391K +543 New
BWP
853
BSW Wealth Partners
Colorado
$440K +$59.7K +83 +18%
EWM
854
Evercore Wealth Management
New York
$437K +$1.44K +2 +0.4%
BAAM
855
Baker Avenue Asset Management
California
$437K +$388K +539 New
JCIA
856
Jackson Creek Investment Advisors
Colorado
$436K -$9.35K -13 -2%
AWP
857
Ascent Wealth Partners
New York
$433K -$14.4K -20 -4%
GWANC
858
Guardian Wealth Advisors (North Carolina)
North Carolina
$432K -$4.32K -6 -1%
ECM
859
Evergreen Capital Management
Washington
$430K +$24.5K +34 +7%
HGERS
860
Householder Group Estate & Retirement Specialist
Arizona
$429K -$53.2K -74 -12%
SRL
861
Scientech Research LLC
New Jersey
$425K +$378K +525 New
WP
862
Westmount Partners
California
$424K – – –
EFG
863
Everhart Financial Group
Ohio
$421K -$13.7K -19 -4%
CI
864
CX Institutional
Indiana
$417K +$11.5K +16 +3%
PCM
865
Parsons Capital Management
Rhode Island
$417K – – –
ACI
866
Alpha Cubed Investments
California
$417K +$12.2K +17 +3%
CTC
867
Central Trust Company
Missouri
$416K -$6.47K -9 -2%
AAP
868
Arax Advisory Partners
Colorado
$416K +$24.5K +34 +7%
FNT
869
First National Trust
Pennsylvania
$414K -$1.44K -2 -0.4%
SAM
870
Secure Asset Management
Michigan
$413K +$6.47K +9 +2%
SIC
871
Salem Investment Counselors
North Carolina
$410K +$1.44K +2 +0.4%
TCM
872
Twin Capital Management
Pennsylvania
$410K +$50.3K +70 +16%
FIM
873
Freedom Investment Management
Connecticut
$409K -$82K -114 -18%
SI
874
Seeds Investor
New York
$408K -$69.8K -97 -16%
SCP
875
Sandhill Capital Partners
New York
$406K – – –
33 34
35
36 37