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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1101
Apella Capital
Connecticut
$225K +$192K +287 New
DWM
1102
Drive Wealth Management
Utah
$225K +$200K +299 New
LSPW
1103
Lake Street Private Wealth
Illinois
$222K +$197K +295 New
AG
1104
Ascent Group
Virginia
$221K +$197K +294 New
ACM
1105
Aljian Capital Management
Nevada
$220K +$195K +292 New
GIA
1106
Gladstone Institutional Advisory
Florida
$218K -$84.3K -126 -30%
GITFIT
1107
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$218K – – –
BCM
1108
Buckhead Capital Management
Georgia
$218K +$194K +290 New
JMFC
1109
J.M. Forbes & Co
Massachusetts
$218K +$194K +290 New
LAM
1110
L2 Asset Management
Massachusetts
$218K +$194K +290 New
ZBNA
1111
Zions Bancorporation, National Association
Utah
$214K +$4.01K +6 +2%
VCM
1112
Versant Capital Management
Arizona
$212K +$81.6K +122 +76%
CC
1113
Courier Capital
New York
$212K +$189K +282 New
GM
1114
GeoWealth Management
Illinois
$211K -$61.5K -92 -25%
TCWA
1115
Turtle Creek Wealth Advisors
Texas
$211K +$187K +280 New
MA
1116
Mutual Advisors
Nebraska
$209K -$182K -272 -54%
BWP
1117
BlueStem Wealth Partners
Minnesota
$208K +$185K +277 New
PWMAG
1118
Pinnacle Wealth Management Advisory Group
New Jersey
$207K +$184K +275 New
WRPWM
1119
Werba Rubin Papier Wealth Management
California
$207K +$184K +275 New
ZIM
1120
Zacks Investment Management
Illinois
$207K +$183K +274 New
MYAM
1121
Meiji Yasuda Asset Management
Japan
$206K -$498K -744 -73%
MJRIC
1122
Mogy Joel R Investment Counsel
California
$205K +$182K +272 New
CC
1123
Chicago Capital
Illinois
$205K +$182K +272 New
CAAS
1124
Capital Asset Advisory Services
Michigan
$205K +$177K +264 New
SB
1125
Strategic Blueprint
Georgia
$203K +$181K +270 New
43 44
45
46 47