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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
876
Allworth Financial
California
$252K -$6.6K -14 -3%
BIG
877
Brooklyn Investment Group
New York
$249K +$205K +435 New
DC
878
DeDora Capital
California
$249K +$205K +435 New
CAL
879
Capital Advisors Ltd
Ohio
$249K – – –
QFA
880
Quantum Financial Advisors
California
$249K +$205K +434 New
FHWM
881
Fox Hill Wealth Management
Massachusetts
$248K +$204K +433 New
HIA
882
Harbor Investment Advisory
Maryland
$247K -$31.1K -66 -13%
FA
883
Fountainhead AM
New Jersey
$244K +$200K +425 New
RIA
884
Realta Investment Advisors
Delaware
$243K -$14.6K -31 -7%
IP
885
Isthmus Partners
Wisconsin
$241K +$198K +420 New
DGAM
886
Desjardins Global Asset Management
Quebec, Canada
$240K +$2.36K +5 +1%
HSA
887
HBK Sorce Advisory
Pennsylvania
$239K +$197K +418 New
AT
888
Avalon Trust
New Mexico
$238K – – –
PCMC
889
Private Capital Management (Colorado)
Colorado
$237K +$195K +414 New
OWA
890
ORBA Wealth Advisors
Illinois
$235K +$193K +410 New
BAM
891
Brave Asset Management
New Jersey
$231K +$190K +403 New
CIA
892
Concurrent Investment Advisors
Florida
$231K +$190K +403 New
SCM
893
Shelton Capital Management
Colorado
$230K -$98.1K -208 -34%
OP
894
ORG Partners
Indiana
$230K +$189K +400 New
SG
895
StoneX Group
New York
$229K -$40.6K -86 -18%
CFO
896
Callan Family Office
Pennsylvania
$227K +$187K +396 New
TCM
897
Twin Capital Management
Pennsylvania
$227K +$187K +396 New
LIM
898
Leavell Investment Management
Alabama
$227K +$186K +395 New
PWS
899
Precision Wealth Strategies
Missouri
$227K +$186K +395 New
JSW
900
Journey Strategic Wealth
New Jersey
$225K +$185K +393 New
34 35
36
37 38