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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1251
Middleton & Co
Massachusetts
$255K -$143K -150 -40%
LFWA
1252
LiftPoint Family Wealth Advisors
New Jersey
$255K +$214K +225 New
CPWA
1253
Cerro Pacific Wealth Advisors
California
$255K +$214K +225 New
ACM
1254
Aljian Capital Management
Nevada
$253K +$212K +223 New
TWM
1255
Tanager Wealth Management
United Kingdom
$253K +$212K +223 New
EW
1256
Elyxium Wealth
California
$252K +$211K +222 New
AWP
1257
Abacus Wealth Partners
California
$252K -$182K -191 -46%
AIA
1258
AIMZ Investment Advisors
California
$252K +$211K +222 New
SL
1259
Summitry LLC
California
$252K +$211K +222 New
LFGO
1260
Legacy Financial Group (Oklahoma)
Oklahoma
$249K +$209K +220 New
SIS
1261
Sound Income Strategies
Florida
$248K +$9.51K +10 +5%
JCM
1262
Jacobsen Capital Management
Utah
$247K +$207K +218 New
LWA
1263
Legacy Wealth Advisors
Florida
$246K +$206K +217 New
CH
1264
Cromwell Holdings
Wyoming
$246K +$7.61K +8 +4%
DBRC
1265
D.B. Root & Company
Pennsylvania
$246K +$206K +217 New
DPI
1266
Diversified Portfolios Inc
Michigan
$246K +$206K +217 New
SF
1267
Symphony Financial
Texas
$246K +$206K +217 New
PCM
1268
Park Capital Management
Wisconsin
$245K +$206K +217 New
CFD
1269
Creative Financial Designs
Indiana
$245K +$39K +41 +23%
HI
1270
Human Investing
Oregon
$245K +$205K +216 New
CBT
1271
Crews Bank & Trust
Florida
$245K – – –
WCM
1272
Warburton Capital Management
Oklahoma
$243K +$205K +215 New
FF
1273
Francis Financial
$242K +$204K +214 New
OIS
1274
OneAscent Investment Solutions
Alabama
$242K +$204K +214 New
MG
1275
Marex Group
$241K -$1M -1,053 -83%
49 50
51
52 53