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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
851
1776 Wealth
Georgia
$619K – – –
OHWP
852
Oak Harbor Wealth Partners
North Carolina
$618K +$132K +157 +23%
LPFG
853
Landing Point Financial Group
Ohio
$616K +$840 +1 +0.1%
CP
854
CenterBook Partners
Connecticut
$616K +$710K +845 New
CRC
855
Curi RMB Capital
Illinois
$615K +$8.4K +10 +1%
OBAM
856
ODDO BHF Asset Management
France
$608K – – –
VA
857
Valmark Advisers
Ohio
$608K -$25.2K -30 -3%
ECM
858
Evergreen Capital Management
Washington
$597K +$112K +133 +19%
LFAS
859
Level Four Advisory Services
Texas
$595K -$677K -806 -50%
CA
860
Calton & Associates
Florida
$594K +$25.2K +30 +4%
DC
861
Davenport & Co
Virginia
$593K -$21K -25 -3%
CI
862
Corient IA
Florida
$590K -$160K -190 -19%
CFO
863
Collective Family Office
Pennsylvania
$586K -$35.3K -42 -5%
BTI
864
Blue Trust Inc
Georgia
$584K +$392K +467 +139%
SFA
865
Souders Financial Advisors
Ohio
$584K -$85.7K -102 -11%
HWM
866
Hohimer Wealth Management
Washington
$582K +$671K +799 New
FNWM
867
Financial Network Wealth Management
Utah
$582K – – –
AWM
868
Aprio Wealth Management
Georgia
$580K +$276K +329 +70%
CWG
869
Cornerstone Wealth Group
North Carolina
$576K -$134K -159 -18%
AAP
870
Arax Advisory Partners
Colorado
$575K -$760K -905 -53%
VCP
871
Verus Capital Partners
Arizona
$575K +$19.3K +23 +3%
PCM
872
Polymer Capital Management
New York
$569K -$2.26M -2,688 -77%
MFGM
873
Marshall Financial Group (Maryland)
Maryland
$568K +$26.9K +32 +4%
PE
874
PCM Encore
Colorado
$565K +$4.2K +5 +0.6%
AHC
875
Adell Harriman & Carpenter
Texas
$565K – – –
33 34
35
36 37