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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1201
OneAscent Family Office
Alabama
$208K +$239K +285 New
AF
1202
Aviso Financial
Ontario, Canada
$206K +$8.4K +10 +4%
BCM
1203
Buckhead Capital Management
Georgia
$205K – – –
CC
1204
Courier Capital
New York
$205K – – –
PIFP
1205
Partners in Financial Planning
Virginia
$204K – – –
PWMAG
1206
Pinnacle Wealth Management Advisory Group
New Jersey
$203K -$1.68K -2 -0.7%
FFA
1207
Fragasso Financial Advisors
Pennsylvania
$203K +$231K +275 New
AC
1208
AXQ Capital
New Jersey
$201K +$232K +276 New
LA
1209
LVW Advisors
New York
$201K +$232K +276 New
WPC
1210
White Pine Capital
Minnesota
$201K – – –
MCM
1211
Manchester Capital Management
Vermont
$200K -$10.1K -12 -4%
NAMP
1212
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$200K +$231K +275 New
RWM
1213
Riverbend Wealth Management
South Carolina
$200K +$231K +275 New
NB
1214
NBT Bank
New York
$198K -$52.1K -62 -19%
PMAM
1215
Picton Mahoney Asset Management
Ontario, Canada
$197K -$26.1M -31,090 -99%
GG
1216
Gleason Group
Kentucky
$197K +$840 +1 +0.4%
BOJHT
1217
Bank of Jackson Hole Trust
Wyoming
$194K -$11.8K -14 -5%
WBC
1218
Westpac Banking Corp
Australia
$190K – – –
GLF
1219
Groupe la Francaise
France
$187K +$17.6K +21 +9%
MUMSS
1220
Mitsubishi UFJ Morgan Stanley Securities
Japan
$184K -$114K -136 -35%
CTC
1221
Cetera Trust Company
Minnesota
$179K – – –
QL
1222
Quarry LP
New York
$172K +$21.8K +26 +12%
CIP
1223
Castlefield Investment Partners
$170K +$91.6K +109 +87%
WSFS
1224
Wilmington Savings Fund Society
Delaware
$170K +$32.8K +39 +20%
PWMG
1225
Prestige Wealth Management Group
New Jersey
$164K -$12.6K -15 -6%
47 48
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