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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
901
Wealth Alliance
New York
$323K -$52K -81 -15%
IIC
902
Integrated Investment Consultants
Michigan
$322K +$287K +447 New
EWM
903
Elmwood Wealth Management
California
$322K -$1.28K -2 -0.4%
CA
904
Claro Advisors
Massachusetts
$321K +$1.93K +3 +0.7%
WP
905
WealthPLAN Partners
Nebraska
$315K +$280K +437 New
TCM
906
Twin Capital Management
Pennsylvania
$314K +$25.7K +40 +10%
BWM
907
BKM Wealth Management
Wisconsin
$314K +$253K +395 +963%
PP
908
PDS Planning
Ohio
$314K -$2.57K -4 -0.9%
DC
909
DeDora Capital
California
$314K – – –
AWP
910
Ascent Wealth Partners
New York
$313K -$82.8K -129 -23%
QFA
911
Quantum Financial Advisors
California
$313K – – –
FHWM
912
Fox Hill Wealth Management
Massachusetts
$312K – – –
HIA
913
Harbor Investment Advisory
Maryland
$310K – – –
BIG
914
Brooklyn Investment Group
New York
$309K – – –
EFS
915
Essex Financial Services
Connecticut
$308K -$23.1K -36 -8%
AA
916
AlphaCentric Advisors
Puerto Rico
$306K -$36.6K -57 -12%
HSA
917
HBK Sorce Advisory
Pennsylvania
$305K +$3.21K +5 +1%
IP
918
Isthmus Partners
Wisconsin
$303K – – –
OWA
919
Opal Wealth Advisors
New York
$301K +$268K +418 New
KDA
920
Kraft Davis & Associates
Missouri
$301K -$11.6K -18 -4%
CIA
921
Concurrent Investment Advisors
Florida
$301K +$9.63K +15 +4%
CAL
922
Capital Advisors Ltd
Ohio
$300K -$11.6K -18 -4%
SWA
923
Stratos Wealth Advisors
Ohio
$299K +$32.7K +51 +14%
AT
924
Avalon Trust
New Mexico
$299K – – –
OWA
925
ORBA Wealth Advisors
Illinois
$296K – – –
35 36
37
38 39