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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
926
Capital Advisors Ltd
Ohio
$336K – – –
NAS
927
Nicolet Advisory Services
Wisconsin
$333K – – –
SFS
928
Stiles Financial Services
Minnesota
$332K +$295K +410 New
FA
929
Fountainhead AM
New Jersey
$332K +$719 +1 +0.2%
BAM
930
Brave Asset Management
New Jersey
$326K – – –
CPSAC
931
Chas P. Smith & Associates (CPS)
Florida
$324K -$40.3K -56 -12%
AC
932
ASB Consultores
Florida
$324K – – –
TWA
933
TCI Wealth Advisors
Arizona
$322K – – –
WA
934
Wealth Alliance
New York
$319K – – –
HCM
935
Howard Capital Management
Georgia
$319K +$283K +394 New
GVAG
936
Great Valley Advisor Group
Delaware
$318K +$53.2K +74 +23%
MFG
937
Magnus Financial Group
New York
$314K +$18K +25 +7%
CAL
938
Capital Analysts LLC
Pennsylvania
$313K +$23.7K +33 +9%
SCM
939
Shelton Capital Management
Colorado
$310K -$12.9K -18 -4%
IAMOG
940
Investors Asset Management of Georgia
Georgia
$310K – – –
GRP
941
Global Retirement Partners
California
$306K +$111K +155 +70%
NB
942
NBT Bank
New York
$305K -$10.8K -15 -4%
APG
943
Abacus Planning Group
South Carolina
$304K -$18K -25 -6%
ZIM
944
Zacks Investment Management
Illinois
$303K +$719 +1 +0.3%
FOA
945
Five Oceans Advisors
California
$302K +$1.44K +2 +0.5%
ES
946
Eagle Strategies
New York
$301K – – –
CFAM
947
Center For Asset Management
Florida
$300K – – –
LI
948
LVZ Inc
Michigan
$300K +$10.8K +15 +4%
GFP
949
Gryphon Financial Partners
Ohio
$300K +$4.32K +6 +2%
AIM
950
Anchor Investment Management
South Carolina
$300K +$2.88K +4 +1%
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