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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
851
Advyzon Investment Management
Illinois
$684K +$269K +302 +73%
FNWM
852
Financial Network Wealth Management
Utah
$683K +$713K +800 New
RWP
853
RWA Wealth Partners
Massachusetts
$681K – – –
RL
854
Retireful LLC
Michigan
$680K +$634K +712 New
WF
855
Welch & Forbes
Massachusetts
$675K – – –
GPWA
856
Great Point Wealth Advisors
Massachusetts
$672K +$627K +704 New
CCC
857
Chesapeake Capital Corp
Florida
$670K +$626K +702 New
BCA
858
Bay Capital Advisors
Virginia
$669K – – –
ECM
859
Evergreen Capital Management
Washington
$666K +$88.2K +99 +17%
ECM
860
Elgethun Capital Management
South Dakota
$662K – – –
BAAM
861
Baker Avenue Asset Management
California
$657K +$79.3K +89 +15%
CGL
862
Clarius Group LLC
Washington
$657K -$808K -907 -57%
TRCT
863
Tower Research Capital (TRC)
New York
$653K -$1.96M -2,196 -76%
LGW
864
Leslie Global Wealth
Illinois
$651K – – –
BM
865
Berman McAleer
Maryland
$651K +$608K +682 New
CSIC
866
Clifford Swan Investment Counsel
California
$650K -$178K -200 -23%
FNBT
867
FineMark National Bank & Trust
Florida
$647K +$222K +249 +58%
CNBOF
868
City National Bank of Florida
Florida
$646K +$51.7K +58 +9%
IMC
869
Investment Management Corporation
Virginia
$645K -$97.1K -109 -14%
LFG
870
Larson Financial Group
Missouri
$641K -$200K -224 -25%
PWM
871
Perigon Wealth Management
California
$641K +$99.8K +112 +20%
NWMG
872
National Wealth Management Group
Ohio
$639K +$596K +669 New
KA
873
Klingman & Associates
New York
$638K +$12.5K +14 +2%
HWA
874
Heritage Wealth Advisors
Virginia
$637K -$1.78K -2 -0.3%
IC
875
IEQ Capital
California
$636K -$27.6K -31 -4%
33 34
35
36 37