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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1276
Creative Financial Designs
Indiana
$245K +$39K +41 +23%
HI
1277
Human Investing
Oregon
$245K +$205K +216 New
CBT
1278
Crews Bank & Trust
Florida
$245K – – –
WCM
1279
Warburton Capital Management
Oklahoma
$243K +$205K +215 New
FF
1280
Francis Financial
$242K +$204K +214 New
OIS
1281
OneAscent Investment Solutions
Alabama
$242K +$204K +214 New
MG
1282
Marex Group
$241K -$1M -1,053 -83%
GWMIA
1283
Global Wealth Management Investment Advisory
Florida
$241K +$203K +213 New
IIC
1284
Integrated Investment Consultants
Michigan
$241K +$203K +213 New
MFS
1285
Madrona Financial Services
Washington
$241K +$203K +213 New
TWM
1286
TRB Wealth Management
Texas
$240K +$202K +212 New
JDLA
1287
J. Derek Lewis & Associates
California
$239K +$201K +211 New
APP
1288
Avantax Planning Partners
Iowa
$238K +$200K +210 New
JPLA
1289
Joseph P. Lucia & Associates
New York
$237K +$199K +209 New
GWM
1290
Greenline Wealth Management
Florida
$237K +$199K +209 New
EFG
1291
Embree Financial Group
Illinois
$236K +$198K +208 New
CCMG
1292
Clark Capital Management Group
Pennsylvania
$235K +$197K +207 New
GS
1293
GTS Securities
Florida
$235K -$208K -219 -51%
PWA
1294
Provenance Wealth Advisors
Florida
$233K – – –
EFL
1295
ERn Financial LLC
Wisconsin
$233K +$196K +206 New
DE
1296
Defiance ETFs
New York
$232K +$199K +209 New
HA
1297
Helium Advisors
Washington
$232K +$194K +204 New
BAM
1298
Belleair Asset Management
Florida
$231K +$194K +204 New
MWM
1299
Meadowbrook Wealth Management
New York
$230K +$197K +207 New
KFAS
1300
Keating Financial Advisory Services
Kansas
$229K +$19K +20 +11%
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