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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1101
Simplicity Wealth
New Jersey
$403K +$56.1K +59 +20%
RPWA
1102
Regent Peak Wealth Advisors
Georgia
$403K -$20K -21 -6%
CIA
1103
Capital Investment Advisors
Georgia
$403K +$19K +20 +6%
UPS
1104
UHLMANN PRICE SECURITIES
Illinois
$402K +$42.8K +45 +15%
WB
1105
WesBanco Bank
West Virginia
$402K -$105K -110 -24%
FHWM
1106
Fox Hill Wealth Management
Massachusetts
$402K – – –
WWM
1107
Whalen Wealth Management
Nevada
$402K +$338K +355 New
AI
1108
AXS Investments
New York
$397K – – –
EPW
1109
Evolve Private Wealth
California
$396K -$335K -352 -50%
CAM
1110
Campion Asset Management
Virginia
$394K +$2.85K +3 +0.9%
PCP
1111
Proficio Capital Partners
Massachusetts
$393K +$330K +347 New
PWMAG
1112
Pinnacle Wealth Management Advisory Group
New Jersey
$392K +$63.7K +67 +24%
NFG
1113
Nations Financial Group
Iowa
$391K -$1.39M -1,463 -81%
MBTD
1114
Mechanics Bank - Trust Department
California
$391K -$20.9K -22 -6%
CWG
1115
Cornerstone Wealth Group
North Carolina
$390K -$352K -370 -52%
XWL
1116
XXI Wealth LLC
Illinois
$386K – – –
AC
1117
Apella Capital
Connecticut
$383K +$24.7K +26 +8%
CFS
1118
Commonwealth Financial Services
West Virginia
$379K – – –
QC
1119
Quent Capital
New York
$379K +$21.9K +23 +7%
WA
1120
Wealth Alliance
New York
$379K -$20K -21 -6%
BPWM
1121
BCS Private Wealth Management
New Jersey
$378K – – –
OFO
1122
OneAscent Family Office
Alabama
$378K +$46.6K +49 +17%
NB
1123
NBH Bank
Colorado
$378K +$318K +334 New
RSWA
1124
Robinson Smith Wealth Advisors
Maine
$378K +$318K +334 New
CA
1125
Commerzbank Aktiengesellschaft
Germany
$377K -$223K -234 -41%
43 44
45
46 47