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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1251
Van Hulzen Asset Management
California
$17.6K +$20.3K +25 New
CTWM
1252
Cherry Tree Wealth Management
Minnesota
$17.2K +$2.44K +3 +14%
ITFISA
1253
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$16.9K – – –
PCWA
1254
Pacific Capital Wealth Advisors
California
$16.9K – – –
PB
1255
Pinnacle Bancorp
Nebraska
$16.9K – – –
AA
1256
Addison Advisors
Vermont
$16.9K +$4.06K +5 +26%
CWM
1257
Centricity Wealth Management
Ohio
$16.9K +$19.5K +24 New
HC
1258
Hurley Capital
New York
$16.4K +$19.5K +24 New
T
1259
Transce3nd
Texas
$15.5K +$17.9K +22 New
TCOV
1260
Trust Company of Vermont
Vermont
$14.8K -$32.5K -40 -66%
CSC
1261
Caldwell Sutter Capital
California
$14.8K – – –
RWM
1262
Raffa Wealth Management
District of Columbia
$14.1K -$1.63K -2 -9%
DF
1263
Dunhill Financial
United Kingdom
$13.6K +$3.25K +4 +27%
TFGT
1264
TS Financial Group (TSFG)
Illinois
$13K – – –
CFB
1265
Cullen/Frost Bankers
Texas
$12.7K +$10.6K +13 +260%
CA
1266
Continuum Advisory
Idaho
$12.7K +$813 +1 +6%
CIM
1267
Contravisory Investment Management
Massachusetts
$11.3K +$13K +16 New
DPW
1268
DiNuzzo Private Wealth
Pennsylvania
$9.86K – – –
OA
1269
Operose Advisors
Wisconsin
$9.86K – – –
FFO
1270
Fortitude Family Office
Arizona
$9.16K – – –
AWM
1271
Abound Wealth Management
Tennessee
$9.02K – – –
FFA
1272
Frazier Financial Advisors
Ohio
$8.47K – – –
NWWA
1273
New Wave Wealth Advisors
Arkansas
$8.46K +$9.75K +12 New
SC
1274
SouthState Corp
Florida
$8.45K – – –
SIS
1275
Strategic Investment Solutions
Illinois
$8.45K – – –
49 50
51
52 53