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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1226
Berkshire Asset Management
Pennsylvania
$204K +$191K +214 New
MA
1227
MONECO Advisors
Connecticut
$204K +$190K +213 New
MWM
1228
Meadowbrook Wealth Management
New York
$203K +$190K +213 New
IFS
1229
Ifrah Financial Services
Arkansas
$203K +$190K +213 New
APP
1230
Avantax Planning Partners
Iowa
$200K +$187K +210 New
CM
1231
Cercano Management
Washington
$200K +$187K +210 New
JCM
1232
Jacobsen Capital Management
Utah
$200K +$187K +210 New
AP
1233
Appleton Partners
Massachusetts
$200K +$187K +210 New
CH
1234
Cromwell Holdings
Wyoming
$198K – – –
PWA
1235
Provenance Wealth Advisors
Florida
$197K – – –
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$93.6K +105 +105%
NWM
1237
Nova Wealth Management
Florida
$194K – – –
EDRH
1238
Edmond de Rothschild Holding
Switzerland
$186K -$127K -142 -42%
WSFS
1239
Wilmington Savings Fund Society
Delaware
$179K -$2.35M -2,635 -93%
OL
1240
OneFund LLC
Florida
$177K +$8.02K +9 +5%
MCM
1241
Manchester Capital Management
Vermont
$172K -$8.91K -10 -5%
CLOS
1242
Compagnie Lombard Odier SCmA
Switzerland
$170K +$159K +178 New
EFMH
1243
E Fund Management (HK)
Hong Kong
$162K +$151K +170 New
CF
1244
Centaurus Financial
California
$160K -$14.3K -16 -9%
SIM
1245
Sentry Investment Management
Wisconsin
$155K -$35.6K -40 -20%
GSWM
1246
Golden State Wealth Management
California
$154K – – –
YP
1247
YANKCOM Partnership
South Dakota
$149K +$28.5K +32 +26%
RFP
1248
Root Financial Partners
California
$145K +$135K +152 New
CSPIA
1249
Cary Street Partners Investment Advisory
Virginia
$143K +$29.4K +33 +28%
OIAM
1250
OFI Invest Asset Management
France
$142K +$9.8K +11 +7%
48 49
50
51 52