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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1101
Whalen Wealth Management
Nevada
$402K +$338K +355 New
AI
1102
AXS Investments
New York
$397K – – –
EPW
1103
Evolve Private Wealth
California
$396K -$335K -352 -50%
CAM
1104
Campion Asset Management
Virginia
$394K +$2.85K +3 +0.9%
PCP
1105
Proficio Capital Partners
Massachusetts
$393K +$330K +347 New
PWMAG
1106
Pinnacle Wealth Management Advisory Group
New Jersey
$392K +$63.7K +67 +24%
NFG
1107
Nations Financial Group
Iowa
$391K -$1.39M -1,463 -81%
MBTD
1108
Mechanics Bank - Trust Department
California
$391K -$20.9K -22 -6%
CWG
1109
Cornerstone Wealth Group
North Carolina
$390K -$352K -370 -52%
XWL
1110
XXI Wealth LLC
Illinois
$386K – – –
AC
1111
Apella Capital
Connecticut
$383K +$24.7K +26 +8%
CFS
1112
Commonwealth Financial Services
West Virginia
$379K – – –
QC
1113
Quent Capital
New York
$379K +$21.9K +23 +7%
WA
1114
Wealth Alliance
New York
$379K -$20K -21 -6%
BPWM
1115
BCS Private Wealth Management
New Jersey
$378K – – –
OFO
1116
OneAscent Family Office
Alabama
$378K +$46.6K +49 +17%
NB
1117
NBH Bank
Colorado
$378K +$318K +334 New
RSWA
1118
Robinson Smith Wealth Advisors
Maine
$378K +$318K +334 New
CA
1119
Commerzbank Aktiengesellschaft
Germany
$377K -$223K -234 -41%
PA
1120
Promethium Advisors
Maryland
$376K – – –
LIA
1121
LBMC Investment Advisors
Tennessee
$375K +$5.71K +6 +2%
CFAM
1122
Center For Asset Management
Florida
$374K – – –
JIC
1123
Johnson Investment Counsel
Ohio
$372K -$35.2K -37 -10%
OPA
1124
Old Port Advisors
Maine
$371K +$9.51K +10 +3%
KAM
1125
Karani Asset Management
New York
$369K +$310K +326 New
43 44
45
46 47