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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1201
NBC Securities
Alabama
$48K – – –
C
1202
Covestor
United Kingdom
$46K +$10.7K +16 +36%
DMBA
1203
Deseret Mutual Benefit Administrators
Utah
$46K – – –
CWM
1204
CarsonAllaria Wealth Management
Illinois
$45.2K – – –
CFFP
1205
Center for Financial Planning
Michigan
$45.2K – – –
PWMG
1206
Private Wealth Management Group
New Jersey
$45.2K – – –
CI
1207
Clal Insurance
Israel
$45K -$4.01K -6 -9%
PC
1208
Promus Capital
Illinois
$43.7K – – –
HWA
1209
HHM Wealth Advisors
Tennessee
$42.9K – – –
FIM
1210
FWL Investment Management
Texas
$42.2K – – –
BCWM
1211
Bartlett & Co Wealth Management
Ohio
$42.2K +$669 +1 +2%
HFS
1212
Hantz Financial Services
Michigan
$42K +$18.7K +28 +104%
BCMLT
1213
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.8K -$2.01K -3 -5%
MA
1214
MCF Advisors
Kentucky
$41.4K – – –
ADL
1215
Asset Dedication LLC
California
$40.7K – – –
HPC
1216
HM Payson & Co
Maine
$37.7K – – –
TCOT
1217
Trust Company of Toledo
Ohio
$37.7K +$33.4K +50 New
CWP
1218
Clark Wealth Partners
Illinois
$36.9K +$3.34K +5 +11%
HDIM
1219
Hanson & Doremus Investment Management
Vermont
$35K – – –
MMCM
1220
Murphy & Mullick Capital Management
New York
$34.4K – – –
RA
1221
Rise Advisors
New York
$33.5K +$2.01K +3 +7%
BHWM
1222
Beaird Harris Wealth Management
Texas
$33.1K +$1.34K +2 +5%
SSG
1223
Summit Securities Group
New York
$33.1K +$29.4K +44 New
MPW
1224
MASECO Private Wealth
$31.9K +$28.1K +42 New
FDW
1225
Fourth Dimension Wealth
Ohio
$31.6K – – –
47 48
49
50 51