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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1226
Operose Advisors
Wisconsin
$8.77K – – –
CFB
1227
Cullen/Frost Bankers
Texas
$8.16K -$3.44K -5 -28%
FFO
1228
Fortitude Family Office
Arizona
$8.15K – – –
MEG
1229
Millstone Evans Group
Colorado
$8.15K +$687 +1 +8%
AWM
1230
Abound Wealth Management
Tennessee
$8.03K – – –
FFA
1231
Frazier Financial Advisors
Ohio
$7.52K – – –
SIS
1232
Strategic Investment Solutions
Illinois
$7.52K – – –
BWL
1233
Bogart Wealth LLC
Virginia
$7.52K +$8.25K +12 New
LI
1234
LRI Investments
Florida
$7.52K +$8.25K +12 New
SWA
1235
SOA Wealth Advisors
New York
$7.49K +$5.15M +7,488 New
AW
1236
Avion Wealth
Texas
$7K – – –
SIC
1237
SJS Investment Consulting
Ohio
$6.89K – – –
SHIM
1238
Stone House Investment Management
Pennsylvania
$6.89K +$7.56K +11 New
SNB
1239
Security National Bank
Nebraska
$6.27K – – –
CVM
1240
Cheviot Value Management
California
$5.92K +$6.19K +9 New
CPG
1241
Cornerstone Planning Group
New Jersey
$5.89K +$2.06K +3 +43%
PA
1242
Pineridge Advisors
Missouri
$5.65K +$2.75K +4 +80%
FMP
1243
Financial Management Professionals
Texas
$5.64K -$2.06K -3 -25%
PPC
1244
Park Place Capital
Alabama
$5.01K -$48.1K -70 -90%
TFM
1245
TFC Financial Management
Massachusetts
$5.01K +$687 +1 +14%
GFPC
1246
Global Financial Private Client
Florida
$5.01K +$3.44K +5 +167%
TWD
1247
True Wealth Design
Ohio
$4.41K – – –
CAWM
1248
Capital A Wealth Management
Pennsylvania
$4.39K – – –
CIA
1249
Cape Investment Advisory
Georgia
$4.39K +$687 +1 +17%
S
1250
Sachetta
Massachusetts
$4.39K +$1.38K +2 +40%
48 49
50
51 52