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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1151
Physician Wealth Advisors
Utah
$111K +$128K +157 New
JFGIW
1152
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$106K +$49.6K +61 +77%
BFS
1153
Burkett Financial Services
South Carolina
$100K +$115K +142 New
CA
1154
CoreCap Advisors
Michigan
$98.6K +$28.4K +35 +33%
TIM
1155
Thompson Investment Management
Wisconsin
$98.6K +$114K +140 New
HNW
1156
High Note Wealth
Minnesota
$97.2K +$112K +138 New
VCM
1157
Versant Capital Management
Arizona
$92.3K +$54.5K +67 +105%
CAS
1158
Coppell Advisory Solutions
Texas
$89.7K +$17.1K +21 +20%
RDFA
1159
Ritter Daniher Financial Advisory
Ohio
$88.1K – – –
AA
1160
Ancora Advisors
Ohio
$86.1K +$8.13K +10 +9%
JWA
1161
JFS Wealth Advisors
Pennsylvania
$84.5K – – –
HNB
1162
Hilltop National Bank
Wyoming
$83.8K -$5.69K -7 -6%
RWS
1163
Retirement Wealth Solutions
Wisconsin
$80.5K +$97.5K +120 New
RFA
1164
Reyes Financial Architecture
California
$78.9K +$91K +112 New
WWP
1165
WR Wealth Planners
Missouri
$78.2K +$7.32K +9 +9%
WSC
1166
Wellington Shields & Co
New York
$75.4K – – –
EBA
1167
Eagle Bay Advisors
New York
$74K -$1.63K -2 -2%
OC
1168
Oakworth Capital
Alabama
$74K – – –
PGAM
1169
Princeton Global Asset Management
New Jersey
$72.1K – – –
BOJHT
1170
Bank of Jackson Hole Trust
Wyoming
$71.9K +$82.9K +102 New
AGWCA
1171
Annis Gardner Whiting Capital Advisors
Florida
$71.1K +$813 +1 +1%
CCM
1172
Chilton Capital Management
Texas
$70.4K – – –
TIM
1173
Tortoise Investment Management
New York
$70.4K – – –
YP
1174
YANKCOM Partnership
South Dakota
$70.4K +$81.3K +100 New
BSB
1175
Bangor Savings Bank
Maine
$69.8K – – –
45 46
47
48 49