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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1001
Chas P. Smith & Associates (CPS)
Florida
$301K – – –
PWG
1002
Portside Wealth Group
Utah
$301K +$268K +400 New
AF
1003
Atala Financial
California
$298K – – –
OCBCO
1004
Oversea-Chinese Banking Corp (OCBC)
Singapore
$298K +$265K +396 New
HFM
1005
Harvest Fund Management
China
$298K – – –
WBCM
1006
Wilson & Boucher Capital Management
California
$296K – – –
WA
1007
Wealth Alliance
New York
$296K +$4.68K +7 +2%
RMP
1008
Richards, Merrill & Peterson
Washington
$296K +$46.8K +70 +22%
MNBTD
1009
Moody National Bank Trust Division
Texas
$293K – – –
GVAG
1010
Great Valley Advisor Group
Delaware
$292K +$7.36K +11 +3%
IAMOG
1011
Investors Asset Management of Georgia
Georgia
$289K – – –
FOA
1012
Five Oceans Advisors
California
$289K +$4.01K +6 +2%
HCM
1013
Howard Capital Management
Georgia
$289K +$18.1K +27 +8%
HBT
1014
Hills Bank & Trust
Iowa
$284K – – –
AWS
1015
Atria Wealth Solutions
New York
$284K -$2.17M -3,249 -90%
APG
1016
Abacus Planning Group
South Carolina
$283K +$24.1K +36 +11%
GL
1017
Graypoint LLC
New York
$283K -$34.1K -51 -12%
FHWM
1018
Fox Hill Wealth Management
Massachusetts
$283K – – –
QWP
1019
Quotient Wealth Partners
Texas
$282K +$250K +374 New
BPW
1020
Bingham Private Wealth
California
$282K -$1.34K -2 -0.5%
ES
1021
Eagle Strategies
New York
$281K – – –
EWA
1022
EverSource Wealth Advisors
Alabama
$281K +$62.2K +93 +33%
ICP
1023
Interchange Capital Partners
Pennsylvania
$280K +$6.69K +10 +3%
OAM
1024
Oak Asset Management
California
$280K – – –
TWA
1025
TCI Wealth Advisors
Arizona
$280K -$6.69K -10 -3%
39 40
41
42 43