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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1101
Cromwell Holdings
Wyoming
$125K +$1.38K +2 +1%
MME
1102
Meag Munich Ergo
Germany
$122K – – –
PSFG
1103
Park Square Financial Group
Georgia
$118K – – –
UCB
1104
United Community Bank
South Carolina
$118K +$10.3K +15 +9%
SIM
1105
Sentry Investment Management
Wisconsin
$110K -$40.6K -59 -23%
WBC
1106
Westpac Banking Corp
Australia
$102K – – –
VCM
1107
Versant Capital Management
Arizona
$100K +$19.9K +29 +22%
JFGIW
1108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98.4K +$11.7K +17 +12%
PWA
1109
Physician Wealth Advisors
Utah
$94.8K -$4.13K -6 -4%
MAM
1110
Meeder Asset Management
Ohio
$93.4K +$74.2K +108 +263%
OC
1111
Oakworth Capital
Alabama
$91.5K +$28.2K +41 +39%
RMC
1112
Resources Management Corp
Connecticut
$91K +$68.7K +100 +217%
BFS
1113
Burkett Financial Services
South Carolina
$89.3K +$687 +1 +0.7%
TIM
1114
Thompson Investment Management
Wisconsin
$87.7K – – –
HNW
1115
High Note Wealth
Minnesota
$86.5K – – –
SC
1116
SouthState Corp
Florida
$84K +$83.9K +122 +1,017%
SVWA
1117
Sarver Vrooman Wealth Advisors
Missouri
$80.2K +$88K +128 New
RDFA
1118
Ritter Daniher Financial Advisory
Ohio
$78.3K – – –
RWS
1119
Retirement Wealth Solutions
Wisconsin
$75.2K – – –
PMFA
1120
Plante Moran Financial Advisors
Michigan
$75.2K +$82.5K +120 New
TH
1121
TCTC Holdings
Texas
$74K +$40.6K +59 +100%
RF
1122
Rossby Financial
Florida
$72.8K +$79.1K +115 New
DCM
1123
Disciplina Capital Management
Tennessee
$70.8K -$54.3K -79 -41%
YP
1124
YANKCOM Partnership
South Dakota
$70.8K +$8.94K +13 +13%
AA
1125
Ancora Advisors
Ohio
$70.3K -$6.87K -10 -8%
43 44
45
46 47