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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
901
Heritage Wealth Advisors
Virginia
$761K – – –
PWPS
902
Pinnacle Wealth Planning Services
Ohio
$758K -$22.8K -24 -3%
MFC
903
Mechanics Financial Corp
Ohio
$753K +$27.6K +29 +5%
TIP
904
Torray Investment Partners
Maryland
$748K – – –
PCM
905
Palisade Capital Management
New Jersey
$747K +$71.4K +75 +13%
HTC
906
Haverford Trust Company
Pennsylvania
$742K – – –
MAWA
907
Moss Adams Wealth Advisors
Washington
$740K +$45.7K +48 +8%
ETC
908
Exchange Traded Concepts
Oklahoma
$739K +$35.2K +37 +6%
SPW
909
Signet Private Wealth
Illinois
$738K -$36.2K -38 -6%
DPL
910
Danica Pension Livsforsikrings
$736K -$594K -624 -49%
TCWA
911
Turtle Creek Wealth Advisors
Texas
$731K +$143K +150 +30%
CCA
912
Checchi Capital Advisers
California
$730K +$6.66K +7 +1%
VW
913
Vantus Wealth
Pennsylvania
$727K +$611K +642 New
CFM
914
Catalyst Funds Management
Australia
$727K -$2.12M -2,231 -78%
GKWIM
915
Gerber Kawasaki Wealth & Investment Management
California
$723K -$12.4K -13 -2%
FC
916
Financial Consulate
Maryland
$721K – – –
PA
917
Profund Advisors
Maryland
$716K +$17.1K +18 +3%
CWS
918
Confluence Wealth Services
Pennsylvania
$713K +$135K +142 +29%
SIG
919
Sargent Investment Group
Maryland
$711K +$11.4K +12 +2%
RCAG
920
Rehmann Capital Advisory Group
Michigan
$709K -$74.2K -78 -11%
SIA
921
SeaBridge Investment Advisors
New Jersey
$708K – – –
BWA
922
Basecamp Wealth Advisors
Washington
$708K +$11.4K +12 +2%
GSCM
923
Greenfield Seitz Capital Management
Texas
$705K +$49.5K +52 +9%
MMA
924
Miracle Mile Advisors
California
$704K +$46.6K +49 +9%
TWIM
925
TIAA Wealth Investment Management
New York
$698K -$55.2K -58 -9%
35 36
37
38 39