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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1051
Fortitude Family Office
Arizona
$4.59K +$3.77K +8 New
VCM
1052
Versant Capital Management
Arizona
$4.01K +$472 +1 +17%
BHWM
1053
Beaird Harris Wealth Management
Texas
$3.44K +$2.83K +6 New
RS
1054
Rakuten Securities
Japan
$3.44K +$2.83K +6 New
DF
1055
Dunhill Financial
United Kingdom
$3.17K +$2.83K +6 New
CIA
1056
Cape Investment Advisory
Georgia
$2.87K – – –
M
1057
MOTCO
Texas
$2.87K – – –
AP
1058
Aspect Partners
Virginia
$2.87K +$2.36K +5 New
IGWM
1059
ICA Group Wealth Management
Colorado
$2.87K +$2.36K +5 New
CAM
1060
ClariVest Asset Management
California
$2.29K -$8.96K -19 -83%
CWC
1061
Carolinas Wealth Consulting
North Carolina
$2.29K – – –
JWM
1062
Janiczek Wealth Management
Colorado
$2.29K – – –
NSIM
1063
North Star Investment Management
Illinois
$2.29K – – –
WPA
1064
West Paces Advisors
Georgia
$2.29K +$943 +2 +100%
W
1065
WealthCollab
Washington
$2.29K +$1.89K +4 New
VF
1066
VitalStone Financial
Texas
$2K – – –
AW
1067
Avion Wealth
Texas
$2K +$472 +1 +50%
SL
1068
Salomon & Ludwin
Virginia
$1.78K – – –
JFGIW
1069
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K -$9.43K -20 -87%
TWD
1070
True Wealth Design
Ohio
$1.72K – – –
LAM
1071
Lummis Asset Management
Texas
$1.72K +$1.42K +3 New
PMFA
1072
Plante Moran Financial Advisors
Michigan
$1.72K +$1.42K +3 New
PIM
1073
Plato Investment Management
Australia
$1.72K +$1.42K +3 New
TWP
1074
TFO Wealth Partners
Ohio
$1.15K -$1.42K -3 -60%
TFM
1075
TFC Financial Management
Massachusetts
$1.15K – – –
41 42
43
44 45