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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
DS
1076
DRW Securities
Illinois
$345K +$372K +428 New
PCS
1077
Personal CFO Solutions
New Jersey
$345K +$33.9K +39 +10%
FFG
1078
Fortem Financial Group
California
$344K – – –
GVAG
1079
Great Valley Advisor Group
Delaware
$344K -$11.3K -13 -3%
AAMC
1080
Asset Allocation & Management Company
Illinois
$343K – – –
TCWA
1081
Turtle Creek Wealth Advisors
Texas
$342K -$186K -214 -34%
LBC
1082
Leigh Baldwin & Co
New York
$342K – – –
IP
1083
Isthmus Partners
Wisconsin
$342K – – –
MPAM
1084
Murphy Pohlad Asset Management
Minnesota
$340K – – –
MM
1085
MQS Management
New York
$340K +$365K +420 New
CRI
1086
Colonial River Investments
Virginia
$338K +$28.6K +33 +9%
SMA
1087
Sage Mountain Advisors
Georgia
$338K -$32.1K -37 -8%
MCM
1088
Monument Capital Management
Virginia
$337K +$5.21K +6 +1%
CAL
1089
Capital Advisors Ltd
Ohio
$336K – – –
AWP
1090
Ascent Wealth Partners
New York
$332K -$66.8K -77 -16%
ATWA
1091
Arbor Trust Wealth Advisors
Michigan
$332K – – –
CA
1092
Claro Advisors
Massachusetts
$330K +$868 +1 +0.2%
ACM
1093
Accent Capital Management
Ohio
$330K -$1.92M -2,212 -84%
AG
1094
Ascent Group
Virginia
$330K +$45.1K +52 +15%
AIA
1095
Accelerate Investment Advisors
California
$327K – – –
BAM
1096
Brave Asset Management
New Jersey
$326K – – –
GITFIT
1097
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$324K +$130K +150 +60%
QWP
1098
Quotient Wealth Partners
Texas
$324K -$17.4K -20 -5%
WA
1099
Wealth Alliance
New York
$323K +$6.08K +7 +2%
WBCM
1100
Wilson & Boucher Capital Management
California
$322K +$4.34K +5 +1%
42 43
44
45 46