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United Rentals

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
976
Relative Value Partners Group
$222K +$229K +344 New
OWA
977
One Wealth Advisors
California
$219K +$7.97K +12 +4%
FDS
978
First Dallas Securities
Texas
$217K – – –
JIC
979
Joel Isaacson & Co
New York
$215K – – –
QC
980
Quent Capital
New York
$215K – – –
IWC
981
Integrated Wealth Concepts
Massachusetts
$214K -$254K -382 -54%
CC
982
Courier Capital
New York
$213K -$7.97K -12 -4%
NCM
983
NCM Capital Management
New Jersey
$213K – – –
IA
984
Inspire Advisors
Idaho
$211K +$217K +327 New
OWA
985
Opal Wealth Advisors
New York
$211K -$61.1K -92 -22%
MFA
986
Mayflower Financial Advisors
Massachusetts
$211K – – –
PWP
987
Perfromance Wealth Partners
Illinois
$210K – – –
CMF
988
Counterpoint Mutual Funds
California
$210K +$216K +325 New
GL
989
Graypoint LLC
New York
$209K +$25.9K +39 +14%
BAM
990
Belpointe Asset Management
Nevada
$209K -$57.2K -86 -21%
KIC
991
Kensington Investment Counsel
California
$209K +$215K +323 New
QWP
992
Quotient Wealth Partners
Texas
$208K +$2.66K +4 +1%
SP
993
Saranac Partners
$207K – – –
XT
994
XTX Topco
Cayman Islands
$207K +$213K +320 New
WRPWM
995
Werba Rubin Papier Wealth Management
California
$206K -$18.6K -28 -8%
SCM
996
Seascape Capital Management
New Hampshire
$206K – – –
GVAG
997
Great Valley Advisor Group
Delaware
$206K +$211K +318 New
WA
998
Wealthstream Advisors
New York
$205K +$1.99K +3 +1%
MMA
999
Miracle Mile Advisors
California
$205K +$211K +317 New
PCM
1000
Penserra Capital Management
California
$205K -$122K -184 -37%