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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBOF
901
City National Bank of Florida
Florida
$604K +$59.9K +69 +10%
EWM
902
Evercore Wealth Management
New York
$601K -$39.1K -45 -6%
IFU
903
iSAM Funds (UK)
United Kingdom
$601K -$2.81M -3,234 -81%
1M
904
1248 Management
Missouri
$600K – – –
FCG
905
Fielder Capital Group
Tennessee
$596K -$71.2K -82 -10%
AU
906
AlphaGrep UK
$596K +$639K +736 New
SWA
907
Stratos Wealth Advisors
Ohio
$590K -$112K -129 -15%
SFC
908
Swisher Financial Concepts
Ohio
$590K – – –
BAM
909
Belpointe Asset Management
Nevada
$589K -$214K -247 -25%
GAM
910
Generali Asset Management
Italy
$588K -$162K -187 -20%
CCC
911
Chesapeake Capital Corp
Florida
$588K +$21.7K +25 +4%
RSWM
912
Robertson Stephens Wealth Management
California
$587K +$629K +725 New
EFG
913
Everhart Financial Group
Ohio
$584K +$1.74K +2 +0.3%
PC
914
PCB Capital
New Jersey
$581K +$622K +717 New
EWL
915
Emissary Wealth LLC
New Jersey
$580K +$622K +717 New
KA
916
Klingman & Associates
New York
$578K +$39.9K +46 +7%
RL
917
Retireful LLC
Michigan
$577K -$5.21K -6 -0.8%
WF
918
Welch & Forbes
Massachusetts
$572K – – –
AC
919
Aristeia Capital
Connecticut
$571K +$312K +360 +104%
ETC
920
Exchange Traded Concepts
Oklahoma
$571K -$121K -139 -16%
BCA
921
Bay Capital Advisors
Virginia
$567K – – –
OHWP
922
Oak Harbor Wealth Partners
North Carolina
$559K +$39.1K +45 +7%
LGW
923
Leslie Global Wealth
Illinois
$558K +$6.94K +8 +1%
PWPS
924
Pinnacle Wealth Planning Services
Ohio
$558K -$57.3K -66 -9%
SPW
925
Signet Private Wealth
Illinois
$557K +$597K +688 New
35 36
37
38 39