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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1201
BOK Financial Private Wealth
Colorado
$8.1K – – –
CFGS
1202
Concourse Financial Group Securities
Alabama
$8.1K -$158K -219 -96%
RWA
1203
Redmont Wealth Advisors
Illinois
$8.1K – – –
SNB
1204
Security National Bank
Nebraska
$8.1K – – –
AW
1205
Avion Wealth
Texas
$7K +$1.44K +2 +29%
SIS
1206
Sound Income Strategies
Florida
$5.67K +$1.44K +2 +40%
CPA
1207
Capital Performance Advisors
California
$5.67K +$5.04K +7 New
FMP
1208
Financial Management Professionals
Texas
$5K -$30.9K -43 -88%
JPWM
1209
Jamison Private Wealth Management
Georgia
$4.88K – – –
BHWM
1210
Beaird Harris Wealth Management
Texas
$4.86K -$719 -1 -14%
TWD
1211
True Wealth Design
Ohio
$4.86K – – –
CWC
1212
Carolinas Wealth Consulting
North Carolina
$4.86K +$719 +1 +20%
RFS
1213
Richardson Financial Services
Massachusetts
$4.37K +$2.16K +3 +100%
CPG
1214
Cornerstone Planning Group
New Jersey
$4.06K – – –
CFB
1215
Cullen/Frost Bankers
Texas
$4.05K +$1.44K +2 +67%
AP
1216
Aspect Partners
Virginia
$4.05K – – –
CIA
1217
Cape Investment Advisory
Georgia
$4.05K – – –
PA
1218
Pineridge Advisors
Missouri
$4.05K – – –
S
1219
Sachetta
Massachusetts
$4.05K – – –
TFM
1220
TFC Financial Management
Massachusetts
$4.05K +$719 +1 +25%
FPF
1221
First Pacific Financial
Washington
$3.24K – – –
NSIM
1222
North Star Investment Management
Illinois
$3.24K – – –
SL
1223
Salomon & Ludwin
Virginia
$3.24K – – –
SC
1224
Swan Capital
Florida
$3.24K – – –
W
1225
WealthCollab
Washington
$3.24K – – –
47 48
49
50 51