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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
901
Inscription Capital
Texas
$427K -$357K -534 -49%
FWP
902
Falcon Wealth Planning
California
$426K -$1.34K -2 -0.4%
LIM
903
Leavell Investment Management
Alabama
$426K +$33.4K +50 +10%
BIAS
904
Beacon Investment Advisory Services
New Jersey
$425K -$24.7K -37 -6%
RCAG
905
Rehmann Capital Advisory Group
Michigan
$424K +$10.7K +16 +3%
SF
906
Synovus Financial
Georgia
$424K -$31.4K -47 -8%
PWM
907
Perigon Wealth Management
California
$421K -$16.7K -25 -4%
AM
908
AGF Management
Ontario, Canada
$420K -$490K -732 -57%
KFI
909
Key Financial Inc
Pennsylvania
$417K – – –
IG
910
ING Group
Netherlands
$417K +$143K +214 +63%
AP
911
Americana Partners
Texas
$415K -$24.1K -36 -6%
FPAS
912
Focus Partners Advisor Solutions
Missouri
$415K -$203K -303 -35%
PP
913
PDS Planning
Ohio
$414K +$40.8K +61 +12%
FSBI
914
Fearless Solutions (Best Invest)
Texas
$405K +$10K +15 +3%
TCA
915
Transcend Capital Advisors
New Jersey
$404K +$11.4K +17 +3%
CIA
916
Concurrent Investment Advisors
Florida
$402K +$20.7K +31 +6%
AWA
917
Arete Wealth Advisors
Illinois
$402K +$18.1K +27 +5%
DWT
918
Dorsey & Whitney Trust
South Dakota
$402K -$4.68K -7 -1%
GWANC
919
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K -$8.03K -12 -2%
IC
920
Iconiq Capital
California
$398K +$353K +528 New
BJL
921
Brighton Jones LLC
Washington
$397K +$16.1K +24 +5%
BWP
922
BSW Wealth Partners
Colorado
$396K -$8.03K -12 -2%
MMPW
923
Mitchell McLeod Pugh & Williams
Alabama
$396K -$281K -420 -44%
FWIA
924
Fort Washington Investment Advisors
Ohio
$396K -$19.4K -29 -5%
RSVP
925
Ramsay Stattman Vela & Price
Colorado
$396K – – –
35 36
37
38 39