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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1051
Aljian Capital Management
Nevada
$209K +$186K +258 New
BCM
1052
Brookstone Capital Management
Illinois
$208K +$185K +257 New
CFG
1053
Copley Financial Group
California
$207K +$184K +256 New
GG
1054
Gleason Group
Kentucky
$207K – – –
OWM
1055
Opes Wealth Management
California
$206K +$183K +255 New
WCM
1056
Windsor Capital Management
Arizona
$206K +$183K +255 New
SBIA
1057
Sheaff Brock Investment Advisors
Indiana
$206K +$183K +254 New
CT
1058
Colonial Trust
South Carolina
$206K +$719 +1 +0.4%
BO
1059
Bank OZK
Arkansas
$206K +$183K +254 New
CFA
1060
Capstone Financial Advisors
Illinois
$204K +$181K +252 New
DJSG
1061
D.J. St. Germain
Massachusetts
$204K -$719 -1 -0.4%
EA
1062
Everpar Advisors
Oklahoma
$204K +$181K +252 New
PGIM
1063
Pacific Global Investment Management
California
$204K +$181K +252 New
SF
1064
Symphony Financial
Texas
$203K +$182K +253 New
MSFP
1065
Mark Sheptoff Financial Planning
Connecticut
$202K – – –
BDFN
1066
Bond & Devick Financial Network
Minnesota
$202K +$180K +250 New
KIC
1067
Keating Investment Counselors
Florida
$202K +$180K +250 New
RPCONE
1068
Retirement Planning Company of New England
Rhode Island
$202K +$180K +250 New
KIA
1069
KCM Investment Advisors
California
$201K +$178K +248 New
BB
1070
Bell Bank
North Dakota
$200K +$178K +247 New
CTC
1071
Cetera Trust Company
Minnesota
$199K – – –
OC
1072
Oarsman Capital
Wisconsin
$199K +$177K +246 New
PWMG
1073
Prestige Wealth Management Group
New Jersey
$194K – – –
MPWT
1074
MassMutual Private Wealth & Trust
Connecticut
$194K +$4.32K +6 +3%
OIA
1075
Optimum Investment Advisors
Illinois
$190K -$10.8K -15 -6%
41 42
43
44 45