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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1026
Eagle Strategies
New York
$234K +$687 +1 +0.3%
GM
1027
GeoWealth Management
Illinois
$233K +$2.75K +4 +1%
OAM
1028
Oak Asset Management
California
$233K +$256K +372 New
AAS
1029
Ameritas Advisory Services
Nebraska
$233K +$2.06K +3 +0.9%
CFAM
1030
Center For Asset Management
Florida
$233K – – –
AIM
1031
Anchor Investment Management
South Carolina
$232K – – –
ATWA
1032
Arbor Trust Wealth Advisors
Michigan
$232K +$254K +370 New
BS
1033
Banco Santander
Spain
$231K +$40.6K +59 +19%
NFC
1034
Northstar Financial Companies
Pennsylvania
$231K +$687 +1 +0.3%
CWMS
1035
Cannon Wealth Management Services
North Carolina
$229K – – –
NWM
1036
Napa Wealth Management
California
$227K +$687 +1 +0.3%
JIC
1037
Johnson Investment Counsel
Ohio
$227K +$43.3K +63 +21%
ICP
1038
Interchange Capital Partners
Pennsylvania
$227K +$249K +362 New
FA
1039
Fountainhead AM
New Jersey
$226K -$33.7K -49 -12%
HIIFS
1040
Harel Insurance Investments & Financial Services
Israel
$226K +$247K +360 New
HCM
1041
Howard Capital Management
Georgia
$223K -$38.5K -56 -14%
FFA
1042
Florida Financial Advisors
Florida
$222K +$6.19K +9 +3%
WB
1043
WesBanco Bank
West Virginia
$221K – – –
GCM
1044
Gallacher Capital Management
Colorado
$221K +$242K +352 New
OF
1045
Optimize Financial
California
$220K +$34.4K +50 +17%
FNBT
1046
FineMark National Bank & Trust
Florida
$219K – – –
NA
1047
Note Advisors
New York
$219K – – –
CWM
1048
Challenger Wealth Management
California
$219K +$241K +350 New
AT
1049
Avalon Trust
New Mexico
$219K – – –
KCP
1050
Kera Capital Partners
California
$217K +$239K +347 New
40 41
42
43 44