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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1001
Personal CFO Solutions
New Jersey
$546K +$66.6K +70 +17%
FPGK
1002
Financial Partners Group (Kansas)
Kansas
$544K +$951 +1 +0.2%
CSIC
1003
Clifford Swan Investment Counsel
California
$543K -$192K -202 -30%
CAAS
1004
Capital Asset Advisory Services
Michigan
$539K -$47.6K -50 -10%
MMPW
1005
Mitchell McLeod Pugh & Williams
Alabama
$538K -$47.6K -50 -10%
C
1006
Certuity
Florida
$538K -$13.3K -14 -3%
RMP
1007
Richards, Merrill & Peterson
Washington
$536K +$9.51K +10 +2%
CCFM
1008
Clear Creek Financial Management
Washington
$536K +$450K +473 New
FNT
1009
First National Trust
Pennsylvania
$535K -$2.85K -3 -0.6%
TNAM
1010
Terra Nova Asset Management
New York
$532K – – –
TVAMP
1011
Tennessee Valley Asset Management Partners
Tennessee
$532K +$3.81K +4 +0.9%
CASB
1012
Cape Ann Savings Bank
Massachusetts
$527K – – –
WT
1013
Washington Trust
Rhode Island
$525K -$2.85K -3 -0.6%
CIA
1014
Choate Investment Advisors
Massachusetts
$520K +$3.81K +4 +0.9%
RIA
1015
Realta Investment Advisors
Delaware
$516K -$951 -1 -0.2%
SG
1016
StoneX Group
New York
$515K +$70.4K +74 +19%
PWM
1017
Pines Wealth Management
North Carolina
$514K -$2.85K -3 -0.7%
SCP
1018
Sandhill Capital Partners
New York
$512K – – –
PWG
1019
Portside Wealth Group
Utah
$506K +$58K +61 +16%
TAFW
1020
Tred Avon Family Wealth
Maryland
$506K – – –
EWM
1021
Elmwood Wealth Management
California
$505K – – –
RZH
1022
Relyea Zuckerberg Hanson
Connecticut
$504K +$17.1K +18 +4%
FCB
1023
First County Bank
Connecticut
$501K +$5.71K +6 +1%
VCM
1024
Versant Capital Management
Arizona
$498K +$43.8K +46 +12%
GFP
1025
Gryphon Financial Partners
Ohio
$498K +$84.7K +89 +25%
39 40
41
42 43