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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1001
Certuity
Florida
$538K -$13.3K -14 -3%
RMP
1002
Richards, Merrill & Peterson
Washington
$536K +$9.51K +10 +2%
CCFM
1003
Clear Creek Financial Management
Washington
$536K +$450K +473 New
FNT
1004
First National Trust
Pennsylvania
$535K -$2.85K -3 -0.6%
TNAM
1005
Terra Nova Asset Management
New York
$532K – – –
TVAMP
1006
Tennessee Valley Asset Management Partners
Tennessee
$532K +$3.81K +4 +0.9%
CASB
1007
Cape Ann Savings Bank
Massachusetts
$527K – – –
WT
1008
Washington Trust
Rhode Island
$525K -$2.85K -3 -0.6%
CIA
1009
Choate Investment Advisors
Massachusetts
$520K +$3.81K +4 +0.9%
RIA
1010
Realta Investment Advisors
Delaware
$516K -$951 -1 -0.2%
SG
1011
StoneX Group
New York
$515K +$70.4K +74 +19%
PWM
1012
Pines Wealth Management
North Carolina
$514K -$2.85K -3 -0.7%
SCP
1013
Sandhill Capital Partners
New York
$512K – – –
PWG
1014
Portside Wealth Group
Utah
$506K +$58K +61 +16%
TAFW
1015
Tred Avon Family Wealth
Maryland
$506K – – –
EWM
1016
Elmwood Wealth Management
California
$505K – – –
RZH
1017
Relyea Zuckerberg Hanson
Connecticut
$504K +$17.1K +18 +4%
FCB
1018
First County Bank
Connecticut
$501K +$5.71K +6 +1%
VCM
1019
Versant Capital Management
Arizona
$498K +$43.8K +46 +12%
GFP
1020
Gryphon Financial Partners
Ohio
$498K +$84.7K +89 +25%
QFA
1021
Quantum Financial Advisors
California
$493K +$951 +1 +0.2%
BFWM
1022
Bright Futures Wealth Management
New York
$492K – – –
ILI
1023
Invesco LLC (Illinois)
Illinois
$492K – – –
FFG
1024
Fortem Financial Group
California
$491K +$7.61K +8 +2%
CI
1025
CX Institutional
Indiana
$489K +$20.9K +22 +5%
39 40
41
42 43