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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1051
Wellington Shields Capital Management
New York
$348K – – –
JIC
1052
Johnson Investment Counsel
Ohio
$348K +$2.67K +3 +0.8%
BAM
1053
Blueshift Asset Management
New Jersey
$348K +$325K +365 New
NWM
1054
Napa Wealth Management
California
$347K +$891 +1 +0.3%
BFG
1055
Bouchey Financial Group
New York
$347K +$891 +1 +0.3%
SI
1056
Stephens Inc
Arkansas
$347K +$37.4K +42 +13%
CWMS
1057
Cannon Wealth Management Services
North Carolina
$344K +$7.13K +8 +2%
PIA
1058
Perennial Investment Advisors
California
$343K +$31.2K +35 +11%
NB
1059
NBT Bank
New York
$343K – – –
PAS
1060
Parsonex Advisory Services
Colorado
$343K +$320K +359 New
AG
1061
Ascent Group
Virginia
$340K +$55.2K +62 +21%
FHWM
1062
Fox Hill Wealth Management
Massachusetts
$339K -$17.8K -20 -5%
TNAM
1063
Terra Nova Asset Management
New York
$334K -$89.1K -100 -22%
CNB
1064
Camden National Bank
Maine
$334K -$9.8K -11 -3%
AI
1065
AXS Investments
New York
$334K – – –
NA
1066
Note Advisors
New York
$334K – – –
MNBTD
1067
Moody National Bank Trust Division
Texas
$332K -$36.5K -41 -11%
RPWA
1068
Regent Peak Wealth Advisors
Georgia
$331K +$309K +347 New
PFM
1069
Patton Fund Management
Texas
$330K – – –
CAM
1070
Campion Asset Management
Virginia
$329K – – –
AC
1071
Aristeia Capital
Connecticut
$329K +$307K +345 New
CAMG
1072
CWA Asset Management Group
Florida
$326K +$6.24K +7 +2%
CAM
1073
Cidel Asset Management
Ontario, Canada
$326K – – –
HIIFS
1074
Harel Insurance Investments & Financial Services
Israel
$325K – – –
KWA
1075
Kingswood Wealth Advisors
California
$325K -$14.3K -16 -4%
41 42
43
44 45