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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1201
MCF Advisors
Kentucky
$43K – – –
PWMG
1202
Private Wealth Management Group
New Jersey
$43K – – –
CFFP
1203
Center for Financial Planning
Michigan
$42.3K – – –
CWM
1204
CarsonAllaria Wealth Management
Illinois
$42.3K +$48.8K +60 New
HWA
1205
HHM Wealth Advisors
Tennessee
$41.6K +$1.63K +2 +4%
TH
1206
TCTC Holdings
Texas
$41.6K +$48K +59 New
PC
1207
Promus Capital
Illinois
$40.9K +$47.1K +58 New
FIM
1208
FWL Investment Management
Texas
$39.4K – – –
ADL
1209
Asset Dedication LLC
California
$36.6K +$1.63K +2 +4%
OIAM
1210
OFI Invest Asset Management
France
$36.1K +$43.1K +53 New
HPC
1211
HM Payson & Co
Maine
$35.2K -$813 -1 -2%
KIM
1212
Kestra Investment Management
Texas
$33.8K +$39K +48 New
DCM
1213
Davis Capital Management
Florida
$33.8K – – –
CWP
1214
Clark Wealth Partners
Illinois
$33.8K +$39K +48 New
HCP
1215
Hexagon Capital Partners
Arkansas
$33.1K +$23.6K +29 +161%
HDIM
1216
Hanson & Doremus Investment Management
Vermont
$33K +$38.2K +47 New
RMC
1217
Resources Management Corp
Connecticut
$32K -$3.25K -4 -8%
RTC
1218
Riverview Trust Company
Washington
$31K – – –
BHWM
1219
Beaird Harris Wealth Management
Texas
$29.6K +$29.3K +36 +600%
FDW
1220
Fourth Dimension Wealth
Ohio
$29.6K – – –
MAM
1221
Meeder Asset Management
Ohio
$28.9K +$23.6K +29 +242%
RA
1222
Rise Advisors
New York
$28.4K +$813 +1 +3%
LWANC
1223
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.2K – – –
LOIP
1224
Live Oak Investment Partners
Texas
$28.2K – – –
FDCP
1225
Foster Dykema Cabot & Partners
Massachusetts
$27.5K – – –
47 48
49
50 51