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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1176
Embree Financial Group
Illinois
$240K +$224K +251 New
GITFIT
1177
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$239K -$35.6K -40 -14%
MSFP
1178
Mark Sheptoff Financial Planning
Connecticut
$239K – – –
BDFN
1179
Bond & Devick Financial Network
Minnesota
$239K +$223K +250 New
KIC
1180
Keating Investment Counselors
Florida
$239K +$223K +250 New
RPCONE
1181
Retirement Planning Company of New England
Rhode Island
$239K +$223K +250 New
FRA
1182
Frank Rimerman Advisors
California
$236K +$220K +247 New
CTC
1183
Cetera Trust Company
Minnesota
$235K – – –
CAS
1184
Coppell Advisory Solutions
Texas
$234K +$221K +248 New
AFT
1185
Alpha Family Trust
California
$234K +$218K +245 New
MCP
1186
Mirador Capital Partners
California
$234K +$218K +245 New
MBT
1187
Montecito Bank & Trust
California
$234K +$218K +245 New
AWM
1188
Aprio Wealth Management
Georgia
$231K +$216K +242 New
PWMG
1189
Prestige Wealth Management Group
New Jersey
$229K – – –
CG
1190
CFO4Life Group
Texas
$229K +$214K +240 New
CSI
1191
Clark & Stuart Inc
Maine
$229K +$214K +240 New
WIM
1192
Warwick Investment Management
Texas
$229K +$214K +240 New
RMDI
1193
R.M. Davis Inc
Maine
$228K +$213K +239 New
AAM
1194
Azzad Asset Management
Virginia
$228K +$213K +239 New
IWM
1195
Iams Wealth Management
Nebraska
$227K +$212K +238 New
LSA
1196
Leonteq Securities AG
Switzerland
$226K -$318K -357 -60%
GLF
1197
Groupe la Francaise
France
$224K +$10.7K +12 +5%
LAM
1198
Longboard Asset Management
Arizona
$224K +$209K +235 New
GM
1199
GeoWealth Management
Illinois
$222K -$41.9K -47 -17%
EI
1200
Ellevest Inc
New York
$222K +$208K +233 New
46 47
48
49 50