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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1226
Soltis Investment Advisors
Utah
$273K +$229K +241 New
CSI
1227
Clark & Stuart Inc
Maine
$272K +$228K +240 New
MCM
1228
Manchester Capital Management
Vermont
$271K -$34.3K -36 -13%
EI
1229
Ellevest Inc
New York
$271K +$227K +239 New
IWM
1230
Iams Wealth Management
Nebraska
$270K +$226K +238 New
EL
1231
EWA LLC
Pennsylvania
$269K +$226K +238 New
PWP
1232
Perfromance Wealth Partners
Illinois
$269K +$226K +238 New
EFM
1233
E Fund Management
China
$268K +$225K +237 New
WSFS
1234
Wilmington Savings Fund Society
Delaware
$267K +$2.85K +3 +1%
BF
1235
Brucke Financial
Indiana
$266K +$224K +235 New
WFI
1236
West Family Investments
California
$265K +$223K +234 New
AWE
1237
Avidian Wealth Enterprises
Texas
$264K +$222K +233 New
GM
1238
GeoWealth Management
Illinois
$264K +$222K +233 New
OAM
1239
Oak Asset Management
California
$264K -$132K -139 -37%
CCM
1240
Cloud Capital Management
Washington
$263K +$222K +233 New
SEP
1241
Signature Equity Partners
Ohio
$262K -$96.1K -101 -30%
CMI
1242
Clare Market Investments
Texas
$261K +$220K +231 New
OWM
1243
Orgel Wealth Management
Wisconsin
$261K +$219K +230 New
FMLI
1244
Fukoku Mutual Life Insurance
Japan
$259K +$218K +229 New
HCM
1245
Highview Capital Management
Illinois
$258K +$217K +228 New
IIL
1246
Insight Inv LLC
California
$258K +$217K +228 New
MYAM
1247
Meiji Yasuda Asset Management
Japan
$257K +$216K +227 New
PWMG
1248
Prestige Wealth Management Group
New Jersey
$256K +$951 +1 +0.4%
FCFC
1249
First Citizens Financial Corp
Iowa
$256K +$215K +226 New
SIAG
1250
Signet Investment Advisory Group
Rhode Island
$255K +$214K +225 New
48 49
50
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