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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1226
Millstone Evans Group
Colorado
$8.15K +$687 +1 +8%
AWM
1227
Abound Wealth Management
Tennessee
$8.03K – – –
FFA
1228
Frazier Financial Advisors
Ohio
$7.52K – – –
SIS
1229
Strategic Investment Solutions
Illinois
$7.52K – – –
BWL
1230
Bogart Wealth LLC
Virginia
$7.52K +$8.25K +12 New
LI
1231
LRI Investments
Florida
$7.52K +$8.25K +12 New
SWA
1232
SOA Wealth Advisors
New York
$7.49K +$5.15M +7,488 New
AW
1233
Avion Wealth
Texas
$7K – – –
SIC
1234
SJS Investment Consulting
Ohio
$6.89K – – –
SHIM
1235
Stone House Investment Management
Pennsylvania
$6.89K +$7.56K +11 New
SNB
1236
Security National Bank
Nebraska
$6.27K – – –
CVM
1237
Cheviot Value Management
California
$5.92K +$6.19K +9 New
CPG
1238
Cornerstone Planning Group
New Jersey
$5.89K +$2.06K +3 +43%
PA
1239
Pineridge Advisors
Missouri
$5.65K +$2.75K +4 +80%
FMP
1240
Financial Management Professionals
Texas
$5.64K -$2.06K -3 -25%
PPC
1241
Park Place Capital
Alabama
$5.01K -$48.1K -70 -90%
TFM
1242
TFC Financial Management
Massachusetts
$5.01K +$687 +1 +14%
GFPC
1243
Global Financial Private Client
Florida
$5.01K +$3.44K +5 +167%
TWD
1244
True Wealth Design
Ohio
$4.41K – – –
CAWM
1245
Capital A Wealth Management
Pennsylvania
$4.39K – – –
CIA
1246
Cape Investment Advisory
Georgia
$4.39K +$687 +1 +17%
S
1247
Sachetta
Massachusetts
$4.39K +$1.38K +2 +40%
AA
1248
Addison Advisors
Vermont
$3.76K -$12.4K -18 -75%
WCM
1249
WealthTrak Capital Management
Virginia
$3.76K +$2.06K +3 +100%
QL
1250
Quarry LP
New York
$3.76K -$48.1K -70 -92%
48 49
50
51 52