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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
901
BSW Wealth Partners
Colorado
$396K +$15.4K +19 +3%
OCM
902
One Capital Management
California
$396K – – –
CCA
903
Checchi Capital Advisers
California
$395K – – –
TF
904
Trek Financial
Arizona
$394K +$454K +559 New
EA
905
Enclave Advisors
Texas
$393K +$454K +558 New
RFG
906
Range Financial Group
Oregon
$387K +$447K +550 New
ACI
907
Alpha Cubed Investments
California
$385K +$26K +32 +6%
CWM
908
Cornerstone Wealth Management
Missouri
$385K -$69.1K -85 -13%
KFI
909
Key Financial Inc
Pennsylvania
$383K – – –
SIG
910
Sargent Investment Group
Maryland
$383K +$7.32K +9 +2%
EWM
911
Empirical Wealth Management
Washington
$381K +$174K +214 +65%
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$381K -$261K -321 -37%
EWM
913
Evercore Wealth Management
New York
$380K – – –
JCIA
914
Jackson Creek Investment Advisors
Colorado
$380K – – –
GWANC
915
Guardian Wealth Advisors (North Carolina)
North Carolina
$379K +$4.06K +5 +0.9%
SWP
916
Strategic Wealth Partners
Ohio
$376K +$147K +181 +54%
AWP
917
Ascent Wealth Partners
New York
$375K -$1.63K -2 -0.4%
ECM
918
Evergreen Capital Management
Washington
$373K -$813 -1 -0.2%
SAM
919
Secure Asset Management
Michigan
$373K +$15.4K +19 +4%
FC
920
Farringdon Capital
United Kingdom
$370K +$427K +525 New
WP
921
Westmount Partners
California
$368K – – –
EFG
922
Everhart Financial Group
Ohio
$368K +$2.44K +3 +0.6%
KWA
923
Kingswood Wealth Advisors
California
$368K +$425K +523 New
AAP
924
Arax Advisory Partners
Colorado
$368K +$7.32K +9 +2%
GVAG
925
Great Valley Advisor Group
Delaware
$367K +$104K +128 +33%
35 36
37
38 39