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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Anchor Investment Management
South Carolina
$279K – – –
ATWA
1027
Arbor Trust Wealth Advisors
Michigan
$279K – – –
BS
1028
Banco Santander
Spain
$278K – – –
RDWM
1029
Red Door Wealth Management
Tennessee
$277K +$245K +367 New
WSCM
1030
Wellington Shields Capital Management
New York
$275K +$16.7K +25 +7%
PCS
1031
Personal CFO Solutions
New Jersey
$274K +$18.1K +27 +8%
NWM
1032
Napa Wealth Management
California
$274K +$669 +1 +0.3%
FA
1033
Fountainhead AM
New Jersey
$273K +$669 +1 +0.3%
BFG
1034
Bouchey Financial Group
New York
$273K -$40.1K -60 -14%
JIC
1035
Johnson Investment Counsel
Ohio
$273K – – –
CNB
1036
Camden National Bank
Maine
$272K +$241K +361 New
CWG
1037
Cornerstone Wealth Group
North Carolina
$271K +$241K +360 New
NB
1038
NBT Bank
New York
$270K -$12K -18 -5%
PL
1039
Plancorp LLC
Missouri
$270K -$126K -189 -35%
PCM
1040
Penserra Capital Management
California
$269K +$26.1K +39 +12%
KWA
1041
Kingswood Wealth Advisors
California
$268K -$35.4K -53 -13%
C
1042
Certuity
Florida
$268K +$16.7K +25 +8%
PCP
1043
Proficio Capital Partners
Massachusetts
$267K +$237K +354 New
WB
1044
WesBanco Bank
West Virginia
$266K – – –
CWMS
1045
Cannon Wealth Management Services
North Carolina
$265K – – –
CWM
1046
Challenger Wealth Management
California
$264K – – –
NA
1047
Note Advisors
New York
$264K – – –
AI
1048
AXS Investments
New York
$264K +$234K +350 New
OF
1049
Optimize Financial
California
$263K -$1.34K -2 -0.6%
AT
1050
Avalon Trust
New Mexico
$263K – – –
40 41
42
43 44