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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1226
Cetera Trust Company
Minnesota
$279K – – –
WIM
1227
WealthPlan Investment Management
Nebraska
$278K +$234K +246 New
IIC
1228
Ironwood Investment Counsel
Arizona
$278K +$233K +245 New
AFT
1229
Alpha Family Trust
California
$278K +$233K +245 New
FRA
1230
Frank Rimerman Advisors
California
$278K +$233K +245 New
CFA
1231
Capstone Financial Advisors
Illinois
$276K +$232K +244 New
CSPIA
1232
Cary Street Partners Investment Advisory
Virginia
$274K +$24.7K +26 +12%
SIA
1233
Soltis Investment Advisors
Utah
$273K +$229K +241 New
CSI
1234
Clark & Stuart Inc
Maine
$272K +$228K +240 New
MCM
1235
Manchester Capital Management
Vermont
$271K -$34.3K -36 -13%
EI
1236
Ellevest Inc
New York
$271K +$227K +239 New
IWM
1237
Iams Wealth Management
Nebraska
$270K +$226K +238 New
EL
1238
EWA LLC
Pennsylvania
$269K +$226K +238 New
PWP
1239
Perfromance Wealth Partners
Illinois
$269K +$226K +238 New
EFM
1240
E Fund Management
China
$268K +$225K +237 New
WSFS
1241
Wilmington Savings Fund Society
Delaware
$267K +$2.85K +3 +1%
BF
1242
Brucke Financial
Indiana
$266K +$224K +235 New
WFI
1243
West Family Investments
California
$265K +$223K +234 New
AWE
1244
Avidian Wealth Enterprises
Texas
$264K +$222K +233 New
GM
1245
GeoWealth Management
Illinois
$264K +$222K +233 New
OAM
1246
Oak Asset Management
California
$264K -$132K -139 -37%
CCM
1247
Cloud Capital Management
Washington
$263K +$222K +233 New
SEP
1248
Signature Equity Partners
Ohio
$262K -$96.1K -101 -30%
CMI
1249
Clare Market Investments
Texas
$261K +$220K +231 New
OWM
1250
Orgel Wealth Management
Wisconsin
$261K +$219K +230 New
48 49
50
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