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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
901
BOS Asset Management
Illinois
$774K – – –
LGW
902
Leslie Global Wealth
Illinois
$771K – – –
CFG
903
Cooper Financial Group
California
$771K -$187K -197 -22%
SGCA
904
Steel Grove Capital Advisors
Tennessee
$768K – – –
HWA
905
Heritage Wealth Advisors
Virginia
$761K – – –
PWPS
906
Pinnacle Wealth Planning Services
Ohio
$758K -$22.8K -24 -3%
MFC
907
Mechanics Financial Corp
Ohio
$753K +$27.6K +29 +5%
TIP
908
Torray Investment Partners
Maryland
$748K – – –
PCM
909
Palisade Capital Management
New Jersey
$747K +$71.4K +75 +13%
IWC
910
Integrated Wealth Concepts
Massachusetts
$744K +$14.3K +15 +2%
HTC
911
Haverford Trust Company
Pennsylvania
$742K – – –
MAWA
912
Moss Adams Wealth Advisors
Washington
$740K +$45.7K +48 +8%
ETC
913
Exchange Traded Concepts
Oklahoma
$739K +$35.2K +37 +6%
SPW
914
Signet Private Wealth
Illinois
$738K -$36.2K -38 -6%
DPL
915
Danica Pension Livsforsikrings
$736K -$594K -624 -49%
TCWA
916
Turtle Creek Wealth Advisors
Texas
$731K +$143K +150 +30%
CCA
917
Checchi Capital Advisers
California
$730K +$6.66K +7 +1%
VW
918
Vantus Wealth
Pennsylvania
$727K +$611K +642 New
CFM
919
Catalyst Funds Management
Australia
$727K -$2.12M -2,231 -78%
GKWIM
920
Gerber Kawasaki Wealth & Investment Management
California
$723K -$12.4K -13 -2%
FC
921
Financial Consulate
Maryland
$721K – – –
PA
922
Profund Advisors
Maryland
$716K +$17.1K +18 +3%
CWS
923
Confluence Wealth Services
Pennsylvania
$713K +$135K +142 +29%
SIG
924
Sargent Investment Group
Maryland
$711K +$11.4K +12 +2%
RCAG
925
Rehmann Capital Advisory Group
Michigan
$709K -$74.2K -78 -11%
35 36
37
38 39