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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1001
Quantum Financial Advisors
California
$414K – – –
CA
1002
CoreCap Advisors
Michigan
$414K +$119K +134 +45%
CI
1003
Conning Inc
Connecticut
$411K -$187K -210 -33%
GWSG
1004
GPS Wealth Strategies Group
Colorado
$407K – – –
FFG
1005
Fortem Financial Group
California
$406K – – –
ICP
1006
Interchange Capital Partners
Pennsylvania
$405K +$46.3K +52 +14%
AAMC
1007
Asset Allocation & Management Company
Illinois
$405K – – –
IP
1008
Isthmus Partners
Wisconsin
$403K +$1.78K +2 +0.5%
LBC
1009
Leigh Baldwin & Co
New York
$403K -$218K -245 -37%
TSW
1010
Three Seasons Wealth
Utah
$402K +$375K +421 New
QWP
1011
Quotient Wealth Partners
Texas
$401K +$41K +46 +12%
MPAM
1012
Murphy Pohlad Asset Management
Minnesota
$401K – – –
GH
1013
GAM Holding
Switzerland
$400K +$373K +419 New
SAI
1014
Savvy Advisors Inc
New York
$398K +$82.9K +93 +29%
CAL
1015
Capital Advisors Ltd
Ohio
$396K – – –
MCM
1016
Monument Capital Management
Virginia
$391K – – –
ATWA
1017
Arbor Trust Wealth Advisors
Michigan
$391K +$35.6K +40 +11%
RMP
1018
Richards, Merrill & Peterson
Washington
$391K +$15.1K +17 +4%
DC
1019
DeDora Capital
California
$390K -$19.6K -22 -5%
CA
1020
Claro Advisors
Massachusetts
$389K – – –
AIA
1021
Accelerate Investment Advisors
California
$386K – – –
BAM
1022
Brave Asset Management
New Jersey
$385K – – –
PWG
1023
Portside Wealth Group
Utah
$384K +$1.78K +2 +0.5%
MYIA
1024
Mount Yale Investment Advisors
Colorado
$380K -$2.12M -2,383 -86%
MFC
1025
Mechanics Financial Corp
Ohio
$380K +$355K +398 New
39 40
41
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