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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
1051
Keating Financial Advisory Services
Kansas
$378K +$405K +467 New
SEIA
1052
Signature Estate & Investment Advisors
California
$378K – – –
1C
1053
111 Capital
France
$372K -$162K -187 -29%
CIG
1054
Cascade Investment Group
Colorado
$372K – – –
FPGK
1055
Financial Partners Group (Kansas)
Kansas
$370K -$7.81K -9 -2%
EWM
1056
Elmwood Wealth Management
California
$369K – – –
RIA
1057
Realta Investment Advisors
Delaware
$368K -$1.74K -2 -0.4%
SAW
1058
Signal Advisors Wealth
Michigan
$367K +$8.68K +10 +2%
PWM
1059
Pines Wealth Management
North Carolina
$366K -$27.8K -32 -7%
SCP
1060
Sandhill Capital Partners
New York
$366K – – –
AT
1061
Avalon Trust
New Mexico
$363K -$53.8K -62 -12%
RFC
1062
Regions Financial Corp
Alabama
$363K -$1.74K -2 -0.4%
OWA
1063
Opal Wealth Advisors
New York
$362K -$2.6K -3 -0.7%
FFN
1064
Focus Financial Network
Minnesota
$356K – – –
SHWA
1065
Safe Harbor Wealth Advisors
Ohio
$354K +$353K +407 New
FCB
1066
First County Bank
Connecticut
$353K -$1.74K -2 -0.5%
QFA
1067
Quantum Financial Advisors
California
$352K +$868 +1 +0.2%
ILI
1068
Invesco LLC (Illinois)
Illinois
$351K – – –
RZH
1069
Relyea Zuckerberg Hanson
Connecticut
$350K -$6.08K -7 -2%
RMP
1070
Richards, Merrill & Peterson
Washington
$350K +$20K +23 +6%
CIM
1071
Cambria Investment Management
California
$350K +$375K +432 New
BFWM
1072
Bright Futures Wealth Management
New York
$348K -$9.55K -11 -2%
MWM
1073
Marion Wealth Management
Pennsylvania
$347K +$37.3K +43 +13%
VW
1074
Vantus Wealth
Pennsylvania
$346K +$372K +428 New
TVAMP
1075
Tennessee Valley Asset Management Partners
Tennessee
$346K -$33K -38 -8%
41 42
43
44 45