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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
926
Clarius Group LLC
Washington
$556K -$868 -1 -0.1%
ECM
927
Evergreen Capital Management
Washington
$555K -$10.4K -12 -2%
LIM
928
Leavell Investment Management
Alabama
$554K +$104K +120 +21%
BM
929
Berman McAleer
Maryland
$554K +$1.74K +2 +0.3%
ECM
930
Elgethun Capital Management
South Dakota
$553K – – –
CSIC
931
Clifford Swan Investment Counsel
California
$551K – – –
ZBNA
932
Zions Bancorporation, National Association
Utah
$551K +$94.6K +109 +19%
IMC
933
Investment Management Corporation
Virginia
$551K +$4.34K +5 +0.7%
SGCA
934
Steel Grove Capital Advisors
Tennessee
$548K – – –
CCWP
935
Cedar Cove Wealth Partners
Minnesota
$548K +$588K +677 New
FNBT
936
FineMark National Bank & Trust
Florida
$545K -$3.47K -4 -0.6%
PWM
937
Perigon Wealth Management
California
$542K -$1.74K -2 -0.3%
AWM
938
Aprio Wealth Management
Georgia
$540K +$195K +225 +93%
HWA
939
Heritage Wealth Advisors
Virginia
$540K – – –
FI
940
Finivi Inc
Massachusetts
$539K +$6.94K +8 +1%
AWM
941
Axxcess Wealth Management
California
$539K +$25.2K +29 +5%
QI
942
Qtron Investments
Massachusetts
$538K – – –
TIP
943
Torray Investment Partners
Maryland
$534K – – –
BRWA
944
B. Riley Wealth Advisors
Florida
$531K +$3.47K +4 +0.6%
HTC
945
Haverford Trust Company
Pennsylvania
$530K +$1.74K +2 +0.3%
GKWIM
946
Gerber Kawasaki Wealth & Investment Management
California
$528K -$868 -1 -0.2%
CG
947
Carmignac Gestion
France
$528K +$566K +652 New
SH
948
SLT Holdings
Arizona
$524K – – –
MMA
949
Miracle Mile Advisors
California
$519K +$10.4K +12 +2%
IC
950
IEQ Capital
California
$519K -$21.7K -25 -4%
36 37
38
39 40