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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1001
Chas P. Smith & Associates (CPS)
Florida
$251K – – –
CFM
1002
Catalyst Funds Management
Australia
$251K +$275K +400 New
HKAM
1003
Horizon Kinetics Asset Management
New York
$251K +$275K +400 New
PWM
1004
Pines Wealth Management
North Carolina
$249K +$49.5K +72 +19%
NAS
1005
Nicolet Advisory Services
Wisconsin
$249K +$3.44K +5 +1%
AF
1006
Atala Financial
California
$248K – – –
KDA
1007
Kraft Davis & Associates
Missouri
$247K – – –
WBCM
1008
Wilson & Boucher Capital Management
California
$246K -$34.4K -50 -11%
MNBTD
1009
Moody National Bank Trust Division
Texas
$244K +$14.4K +21 +6%
ST
1010
Smithfield Trust
Pennsylvania
$243K -$29.6K -43 -10%
WA
1011
Wealth Alliance
New York
$242K -$8.25K -12 -3%
PL
1012
Perpetual Ltd
Australia
$241K +$265K +385 New
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$241K -$179K -261 -40%
IAMOG
1014
Investors Asset Management of Georgia
Georgia
$240K – – –
TWA
1015
TCI Wealth Advisors
Arizona
$239K +$2.75K +4 +1%
PA
1016
Promethium Advisors
Maryland
$238K -$170K -247 -39%
DAS
1017
Diversify Advisory Services
Utah
$238K -$46.1K -67 -15%
HBT
1018
Hills Bank & Trust
Iowa
$236K -$13.7K -20 -5%
FOA
1019
Five Oceans Advisors
California
$236K – – –
NB
1020
NBT Bank
New York
$236K – – –
GVAG
1021
Great Valley Advisor Group
Delaware
$236K -$99K -144 -28%
BPW
1022
Bingham Private Wealth
California
$236K +$34.4K +50 +15%
FHWM
1023
Fox Hill Wealth Management
Massachusetts
$235K -$42.6K -62 -14%
RFC
1024
Regions Financial Corp
Alabama
$234K +$257K +374 New
ES
1025
Eagle Strategies
New York
$234K +$687 +1 +0.3%
39 40
41
42 43