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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1101
BlueStem Wealth Partners
Minnesota
$205K +$236K +290 New
PFPT
1102
Pinnacle Financial Partners (Tennessee)
Tennessee
$204K -$25.2K -31 -10%
JMFC
1103
J.M. Forbes & Co
Massachusetts
$204K – – –
FPCP
1104
Fort Point Capital Partners
California
$204K +$813 +1 +0.3%
ISFAN
1105
Investor's Fiduciary Advisor Network
Washington
$203K +$234K +288 New
DLCIG
1106
D.L. Carlson Investment Group
New Hampshire
$203K – – –
CCG
1107
Catalina Capital Group
California
$203K +$6.5K +8 +3%
BDFN
1108
Bond & Devick Financial Network
Minnesota
$202K – – –
CWG
1109
Cornerstone Wealth Group
North Carolina
$202K -$813 -1 -0.3%
LFP
1110
Leeward Financial Partners
Washington
$202K – – –
FFA
1111
Founders Financial Alliance
North Carolina
$200K -$16.3K -20 -7%
MWM
1112
Marion Wealth Management
Pennsylvania
$200K +$4.06K +5 +2%
HCM
1113
Highview Capital Management
Illinois
$200K – – –
GLF
1114
Groupe la Francaise
France
$196K +$224K +275 New
AIP
1115
Alexis Investment Partners
Texas
$192K +$222K +273 New
CT
1116
Colonial Trust
South Carolina
$187K +$9.75K +12 +5%
BCWM
1117
Bartlett & Co Wealth Management
Ohio
$187K – – –
GG
1118
Gleason Group
Kentucky
$180K +$813 +1 +0.4%
SIM
1119
Sentry Investment Management
Wisconsin
$180K -$34.1K -42 -14%
DJSG
1120
D.J. St. Germain
Massachusetts
$178K – – –
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$176K – – –
CTC
1122
Cetera Trust Company
Minnesota
$173K – – –
PWMG
1123
Prestige Wealth Management Group
New Jersey
$169K – – –
OC
1124
Oarsman Capital
Wisconsin
$165K -$9.75K -12 -5%
ZB
1125
Zions Bancorporation
Utah
$163K – – –
43 44
45
46 47