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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1026
Global Retirement Partners
California
$195K +$29.5K +46 +21%
GG
1027
Gleason Group
Kentucky
$183K – – –
DJSG
1028
D.J. St. Germain
Massachusetts
$182K +$1.93K +3 +1%
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$180K – – –
OIA
1030
Optimum Investment Advisors
Illinois
$180K – – –
ZB
1031
Zions Bancorporation
Utah
$178K +$130K +202 +449%
CTC
1032
Cetera Trust Company
Minnesota
$177K – – –
PWMG
1033
Prestige Wealth Management Group
New Jersey
$173K – – –
AWM
1034
Avior Wealth Management
Nebraska
$173K +$154K +240 New
ELI
1035
Empire Life Investments
Ontario, Canada
$168K – – –
DCM
1036
Disciplina Capital Management
Tennessee
$167K – – –
CFGS
1037
Concourse Financial Group Securities
Alabama
$166K +$7.7K +12 +6%
CFD
1038
Creative Financial Designs
Indiana
$158K -$3.85K -6 -3%
UCB
1039
United Community Bank
South Carolina
$155K -$6.42K -10 -4%
GITFIT
1040
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$151K -$19.3K -30 -13%
PWA
1041
Provenance Wealth Advisors
Florida
$149K +$126K +197 +2,189%
AA
1042
Alta Advisers
United Kingdom
$144K – – –
MPWT
1043
MassMutual Private Wealth & Trust
Connecticut
$138K +$6.42K +10 +5%
WBC
1044
Westpac Banking Corp
Australia
$118K – – –
EWA
1045
EverSource Wealth Advisors
Alabama
$117K +$37.9K +59 +51%
BTI
1046
Blue Trust Inc
Georgia
$117K -$4.49K -7 -4%
WB
1047
Webster Bank
Connecticut
$108K – – –
MCM
1048
Manchester Capital Management
Vermont
$102K +$21.8K +34 +31%
IWA
1049
Icon Wealth Advisors
Texas
$102K -$37.9K -59 -29%
AGWCA
1050
Annis Gardner Whiting Capital Advisors
Florida
$100K +$26.9K +42 +43%
40 41
42
43 44