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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1201
Capstone Financial Advisors
Illinois
$222K +$207K +232 New
CFG
1202
Copley Financial Group
California
$221K +$207K +232 New
SCP
1203
Sivia Capital Partners
California
$221K +$207K +232 New
SWA
1204
Sax Wealth Advisors
New Jersey
$221K +$207K +232 New
BWP
1205
BlueStem Wealth Partners
Minnesota
$220K -$41K -46 -17%
BCCM
1206
Bridge Creek Capital Management
Massachusetts
$220K +$205K +230 New
OFO
1207
OneAscent Family Office
Alabama
$220K +$205K +230 New
OWM
1208
Orgel Wealth Management
Wisconsin
$220K +$205K +230 New
HA
1209
Huntleigh Advisors
Missouri
$218K +$203K +228 New
IIL
1210
Insight Inv LLC
California
$218K +$203K +228 New
1WM
1211
1900 Wealth Management
Texas
$217K +$203K +228 New
EFG
1212
Elm3 Financial Group
Georgia
$217K +$202K +227 New
BFM
1213
Boothbay Fund Management
New York
$216K -$14.4M -16,119 -99%
OIA
1214
Optimum Investment Advisors
Illinois
$215K – – –
AWM
1215
Avior Wealth Management
Nebraska
$215K +$200K +225 New
MFS
1216
Madrona Financial Services
Washington
$215K +$200K +225 New
SIAG
1217
Signet Investment Advisory Group
Rhode Island
$215K +$200K +225 New
WEG
1218
World Equity Group
Illinois
$213K +$199K +223 New
CFP
1219
Catalyst Financial Partners
Massachusetts
$210K +$196K +220 New
DBRC
1220
D.B. Root & Company
Pennsylvania
$210K +$196K +220 New
WBC
1221
Westpac Banking Corp
Australia
$208K +$49K +55 +34%
4WM
1222
49 Wealth Management
Texas
$208K +$194K +218 New
CBT
1223
Crews Bank & Trust
Florida
$206K – – –
CIA
1224
Choate Investment Advisors
Massachusetts
$205K +$192K +215 New
CPWA
1225
Cerro Pacific Wealth Advisors
California
$205K +$192K +215 New
47 48
49
50 51