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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1051
Wellington Shields Capital Management
New York
$213K – – –
APG
1052
Abacus Planning Group
South Carolina
$213K -$12.4K -18 -5%
IG
1053
ING Group
Netherlands
$212K -$716K -1,042 -75%
BWA
1054
BlueChip Wealth Advisors
Georgia
$212K +$687 +1 +0.3%
AA
1055
Alta Advisers
United Kingdom
$212K +$232K +338 New
PCS
1056
Personal CFO Solutions
New Jersey
$211K +$232K +337 New
SQA
1057
Simon Quick Advisors
New Jersey
$210K +$230K +335 New
PWP
1058
Perfromance Wealth Partners
Illinois
$208K +$687 +1 +0.3%
RPWA
1059
Regent Peak Wealth Advisors
Georgia
$207K +$24.1K +35 +12%
C
1060
Certuity
Florida
$207K +$4.13K +6 +2%
WA
1061
Wealthstream Advisors
New York
$206K +$2.75K +4 +1%
NCM
1062
NCM Capital Management
New Jersey
$206K – – –
BWP
1063
Bernardo Wealth Planning
Pennsylvania
$205K +$3.44K +5 +2%
SMA
1064
Sage Mountain Advisors
Georgia
$205K +$225K +327 New
CFS
1065
Commonwealth Financial Services
West Virginia
$204K +$3.44K +5 +2%
MFA
1066
Mayflower Financial Advisors
Massachusetts
$204K -$26.8K -39 -11%
CCAM
1067
Cascades Capital Asset Management
North Carolina
$204K – – –
RMP
1068
Richards, Merrill & Peterson
Washington
$202K +$75.6K +110 +52%
CRI
1069
Colonial River Investments
Virginia
$201K +$20.6K +30 +10%
FDS
1070
First Dallas Securities
Texas
$201K – – –
MWM
1071
Marion Wealth Management
Pennsylvania
$201K +$24.7K +36 +13%
CCB
1072
Cutter & Co Brokerage
Missouri
$201K – – –
SP
1073
Saranac Partners
$201K – – –
PCM
1074
Penserra Capital Management
California
$199K -$107K -155 -33%
BTI
1075
Blue Trust Inc
Georgia
$194K +$6.19K +9 +3%
41 42
43
44 45