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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1226
Cerro Pacific Wealth Advisors
California
$205K +$192K +215 New
BAM
1227
Berkshire Asset Management
Pennsylvania
$204K +$191K +214 New
MA
1228
MONECO Advisors
Connecticut
$204K +$190K +213 New
MWM
1229
Meadowbrook Wealth Management
New York
$203K +$190K +213 New
IFS
1230
Ifrah Financial Services
Arkansas
$203K +$190K +213 New
APP
1231
Avantax Planning Partners
Iowa
$200K +$187K +210 New
CM
1232
Cercano Management
Washington
$200K +$187K +210 New
JCM
1233
Jacobsen Capital Management
Utah
$200K +$187K +210 New
AP
1234
Appleton Partners
Massachusetts
$200K +$187K +210 New
CH
1235
Cromwell Holdings
Wyoming
$198K – – –
PWA
1236
Provenance Wealth Advisors
Florida
$197K – – –
JFGIW
1237
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$93.6K +105 +105%
NWM
1238
Nova Wealth Management
Florida
$194K – – –
EDRH
1239
Edmond de Rothschild Holding
Switzerland
$186K -$127K -142 -42%
WSFS
1240
Wilmington Savings Fund Society
Delaware
$179K -$2.35M -2,635 -93%
OL
1241
OneFund LLC
Florida
$177K +$8.02K +9 +5%
MCM
1242
Manchester Capital Management
Vermont
$172K -$8.91K -10 -5%
CLOS
1243
Compagnie Lombard Odier SCmA
Switzerland
$170K +$159K +178 New
EFMH
1244
E Fund Management (HK)
Hong Kong
$162K +$151K +170 New
CF
1245
Centaurus Financial
California
$160K -$14.3K -16 -9%
SIM
1246
Sentry Investment Management
Wisconsin
$155K -$35.6K -40 -20%
GSWM
1247
Golden State Wealth Management
California
$154K – – –
YP
1248
YANKCOM Partnership
South Dakota
$149K +$28.5K +32 +26%
RFP
1249
Root Financial Partners
California
$145K +$135K +152 New
CSPIA
1250
Cary Street Partners Investment Advisory
Virginia
$143K +$29.4K +33 +28%
48 49
50
51 52