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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1151
Semmax Financial Advisors
North Carolina
$4.89K +$4.49K +7 New
DF
1152
Dunhill Financial
United Kingdom
$4.68K – – –
BHWM
1153
Beaird Harris Wealth Management
Texas
$4.33K – – –
JPWM
1154
Jamison Private Wealth Management
Georgia
$4.33K +$3.85K +6 New
PVH
1155
Psagot Value Holdings
Israel
$4K -$645K -1,005 -99%
PA
1156
Pineridge Advisors
Missouri
$3.61K -$55.2K -86 -95%
SIS
1157
Sound Income Strategies
Florida
$3.61K -$7.7K -12 -71%
VWA
1158
Valued Wealth Advisors
Utah
$3.61K -$4.49K -7 -58%
AP
1159
Aspect Partners
Virginia
$3.61K – – –
CIA
1160
Cape Investment Advisory
Georgia
$3.61K – – –
IGWM
1161
ICA Group Wealth Management
Colorado
$3.61K – – –
CWC
1162
Carolinas Wealth Consulting
North Carolina
$3.61K +$642 +1 +25%
TWD
1163
True Wealth Design
Ohio
$3.61K +$1.28K +2 +67%
PCWA
1164
Pacific Capital Wealth Advisors
California
$3.61K +$3.21K +5 New
JWM
1165
Janiczek Wealth Management
Colorado
$2.88K – – –
W
1166
WealthCollab
Washington
$2.88K – – –
TFM
1167
TFC Financial Management
Massachusetts
$2.88K +$1.28K +2 +100%
NSIM
1168
North Star Investment Management
Illinois
$2.88K – – –
SL
1169
Salomon & Ludwin
Virginia
$2.88K – – –
RFS
1170
Richardson Financial Services
Massachusetts
$2.88K +$2.57K +4 New
CA
1171
Continuum Advisory
Idaho
$2.76K +$2.57K +4 New
JFGIW
1172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.16K – – –
LAM
1173
Lummis Asset Management
Texas
$2.16K – – –
CCM
1174
Chilton Capital Management
Texas
$1.44K +$1.28K +2 New
WPA
1175
West Paces Advisors
Georgia
$1.44K -$1.28K -2 -50%
45 46
47
48 49