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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
1101
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K – – –
TWP
1102
Triad Wealth Partners
Kansas
$22K +$22.6K +34 New
FFC
1103
First Financial Corp
Indiana
$22K – – –
CAM
1104
Chesapeake Asset Management
New York
$21.7K – – –
AFWM
1105
Abich Financial Wealth Management
Virginia
$19.4K – – –
GKIM
1106
GW&K Investment Management
Massachusetts
$19K +$1.99K +3 +12%
TFF
1107
The Family Firm
Maryland
$18.5K +$19.3K +29 New
BGAI
1108
Bruce G. Allen Investments
Colorado
$18.1K -$4.65K -7 -20%
CHA
1109
Carmichael Hill & Associates
Maryland
$16.2K – – –
NRG
1110
Nemes Rush Group
Michigan
$16.2K – – –
PB
1111
Pinnacle Bancorp
Nebraska
$15.5K – – –
PCWA
1112
Pacific Capital Wealth Advisors
California
$15.5K +$12.6K +19 +380%
HCP
1113
Hexagon Capital Partners
Arkansas
$14.9K +$4.65K +7 +44%
RWM
1114
Raffa Wealth Management
District of Columbia
$14.2K – – –
MCM
1115
MV Capital Management
Maryland
$13.6K – – –
CTWM
1116
Cherry Tree Wealth Management
Minnesota
$13.6K +$14K +21 New
AF
1117
Advisornet Financial
Minnesota
$13.6K – – –
CSC
1118
Caldwell Sutter Capital
California
$13.6K – – –
LIA
1119
Lynx Investment Advisory
District of Columbia
$13.2K +$13.3K +20 New
TFGT
1120
TS Financial Group (TSFG)
Illinois
$12K -$2.66K -4 -18%
HIIFS
1121
Harel Insurance Investments & Financial Services
Israel
$12K – – –
SIC
1122
SJS Investment Consulting
Ohio
$11.6K – – –
WIA
1123
Wetzel Investment Advisors
Indiana
$10.8K – – –
UWS
1124
Unique Wealth Strategies
Illinois
$10.8K +$9.97K +15 New
SIS
1125
Strategic Investment Solutions
Illinois
$9.09K +$7.97K +12 New
43 44
45
46 47