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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1201
Redmont Wealth Advisors
Illinois
$8.1K – – –
SNB
1202
Security National Bank
Nebraska
$8.1K – – –
AW
1203
Avion Wealth
Texas
$7K +$1.44K +2 +29%
SIS
1204
Sound Income Strategies
Florida
$5.67K +$1.44K +2 +40%
CPA
1205
Capital Performance Advisors
California
$5.67K +$5.04K +7 New
FMP
1206
Financial Management Professionals
Texas
$5K -$30.9K -43 -88%
JPWM
1207
Jamison Private Wealth Management
Georgia
$4.88K – – –
BHWM
1208
Beaird Harris Wealth Management
Texas
$4.86K -$719 -1 -14%
TWD
1209
True Wealth Design
Ohio
$4.86K – – –
CWC
1210
Carolinas Wealth Consulting
North Carolina
$4.86K +$719 +1 +20%
RFS
1211
Richardson Financial Services
Massachusetts
$4.37K +$2.16K +3 +100%
CPG
1212
Cornerstone Planning Group
New Jersey
$4.06K – – –
CFB
1213
Cullen/Frost Bankers
Texas
$4.05K +$1.44K +2 +67%
AP
1214
Aspect Partners
Virginia
$4.05K – – –
CIA
1215
Cape Investment Advisory
Georgia
$4.05K – – –
PA
1216
Pineridge Advisors
Missouri
$4.05K – – –
S
1217
Sachetta
Massachusetts
$4.05K – – –
TFM
1218
TFC Financial Management
Massachusetts
$4.05K +$719 +1 +25%
FPF
1219
First Pacific Financial
Washington
$3.24K – – –
NSIM
1220
North Star Investment Management
Illinois
$3.24K – – –
SL
1221
Salomon & Ludwin
Virginia
$3.24K – – –
SC
1222
Swan Capital
Florida
$3.24K – – –
W
1223
WealthCollab
Washington
$3.24K – – –
CA
1224
Claris Advisors
Missouri
$3.24K +$2.88K +4 New
GWSA
1225
Global Wealth Strategies & Associates
Colorado
$3.24K +$2.88K +4 New
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