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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1026
Capital Asset Advisory Services
Michigan
$233K +$209K +291 New
HCM
1027
HMS Capital Management
Tennessee
$232K +$206K +287 New
LFP
1028
Leeward Financial Partners
Washington
$232K +$206K +287 New
BCM
1029
Buckhead Capital Management
Georgia
$231K +$205K +285 New
RIA
1030
Realta Investment Advisors
Delaware
$230K +$198K +275 New
HCM
1031
Highview Capital Management
Illinois
$230K -$21.6K -30 -10%
GLA
1032
Great Lakes Advisors
Illinois
$229K +$204K +283 New
LFA
1033
Legacy Financial Advisors
Kentucky
$229K +$204K +283 New
CCG
1034
Catalina Capital Group
California
$227K +$201K +280 New
MWM
1035
Marion Wealth Management
Pennsylvania
$226K +$201K +279 New
SXL
1036
Summit X LLC
Missouri
$225K -$17.3K -24 -6%
FRA
1037
Frank Rimerman Advisors
California
$223K +$199K +276 New
PWMAG
1038
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$199K +276 New
SGAM
1039
Smith Group Asset Management
Texas
$222K +$197K +274 New
CC
1040
Chicago Capital
Illinois
$220K +$196K +272 New
JWCA
1041
J.W. Cole Advisors
Florida
$220K +$196K +272 New
CG
1042
Cynosure Group
Utah
$219K -$238K -331 -55%
XF
1043
XML Financial
Maryland
$218K +$193K +269 New
GDP
1044
Great Diamond Partners
Maine
$218K +$193K +269 New
CWM
1045
Circle Wealth Management
New Jersey
$215K +$191K +266 New
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$215K -$3.6K -5 -2%
LAM
1047
L2 Asset Management
Massachusetts
$215K +$191K +265 New
DC
1048
Diametric Capital
Massachusetts
$214K +$190K +264 New
EFM
1049
E Fund Management
China
$212K +$188K +262 New
IIC
1050
Ironwood Investment Counsel
Arizona
$211K +$187K +260 New
40 41
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43 44