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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
876
Keebeck Wealth Management
Illinois
$563K – – –
CB
877
CNB Bank
Pennsylvania
$562K +$840 +1 +0.1%
BFM
878
Boothbay Fund Management
New York
$559K -$5.84M -6,954 -90%
WFP
879
Worthington Financial Partners
Ohio
$558K -$279K -332 -30%
LIM
880
Leavell Investment Management
Alabama
$556K +$65.5K +78 +11%
MFG
881
Magnus Financial Group
New York
$552K +$116K +138 +22%
HKAM
882
Horizon Kinetics Asset Management
New York
$551K – – –
QIM
883
Quantitative Investment Management
Virginia
$550K +$635K +756 New
FCG
884
Fielder Capital Group
Tennessee
$546K +$10.1K +12 +2%
OIA
885
OneDigital Investment Advisors
Kansas
$544K -$165K -197 -21%
AWA
886
Argos Wealth Advisors
California
$544K -$68K -81 -10%
EWM
887
Evercore Wealth Management
New York
$541K – – –
1M
888
1248 Management
Missouri
$540K – – –
BBHC
889
Brown Brothers Harriman & Co
New York
$538K +$344K +410 +125%
SWA
890
Stratos Wealth Advisors
Ohio
$537K +$6.72K +8 +1%
BPC
891
Banque Pictet & Cie
Switzerland
$535K -$756K -900 -55%
PC
892
PCB Capital
New Jersey
$534K +$14.3K +17 +2%
BAAM
893
Baker Avenue Asset Management
California
$532K -$110K -131 -15%
SFC
894
Swisher Financial Concepts
Ohio
$531K – – –
JSSH
895
J. Safra Sarasin Holding
$525K +$281K +334 +86%
HSA
896
HBK Sorce Advisory
Pennsylvania
$522K +$56.3K +67 +14%
EWL
897
Emissary Wealth LLC
New Jersey
$522K – – –
GSEP
898
Golden State Equity Partners
California
$521K -$69.7K -83 -10%
EFG
899
Everhart Financial Group
Ohio
$519K -$7.56K -9 -1%
LCWP
900
Legacy Capital Wealth Partners
Arkansas
$518K +$63K +75 +12%
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