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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1276
SJS Investment Consulting
Ohio
$7.75K -$4.88K -6 -35%
OLVIG
1277
Oliver Lagore Vanvalin Investment Group
Michigan
$7.75K – – –
BFPW
1278
BOK Financial Private Wealth
Colorado
$7.75K +$813 +1 +10%
FIA
1279
FPC Investment Advisory
California
$7.58K +$8.13K +10 New
SNB
1280
Security National Bank
Nebraska
$7.04K – – –
AW
1281
Avion Wealth
Texas
$7K +$813 +1 +11%
CI
1282
Clal Insurance
Israel
$7K +$8.13K +10 New
VWA
1283
Valued Wealth Advisors
Utah
$6.34K -$1.63K -2 -18%
RS
1284
Rakuten Securities
Japan
$5.64K -$5.69K -7 -47%
CPG
1285
Cornerstone Planning Group
New Jersey
$5.39K +$1.63K +2 +40%
TWD
1286
True Wealth Design
Ohio
$4.95K +$813 +1 +17%
TFM
1287
TFC Financial Management
Massachusetts
$4.93K +$1.63K +2 +40%
CAWM
1288
Capital A Wealth Management
Pennsylvania
$4.93K +$5.69K +7 New
DRP
1289
Decker Retirement Planning
Utah
$4.93K +$5.69K +7 New
CWC
1290
Carolinas Wealth Consulting
North Carolina
$4.23K – – –
CIA
1291
Cape Investment Advisory
Georgia
$4.23K +$813 +1 +20%
CSWM
1292
Cassady Schiller Wealth Management
Ohio
$4.23K +$4.88K +6 New
AG
1293
AmeriFlex Group
Nevada
$3.79K +$4.06K +5 New
RAM
1294
Riggs Asset Management
Pennsylvania
$3.53K +$3.25K +4 +400%
PA
1295
Pineridge Advisors
Missouri
$3.53K – – –
S
1296
Sachetta
Massachusetts
$3.52K – – –
AF
1297
Advisornet Financial
Minnesota
$3.52K -$15.4K -19 -79%
SIS
1298
Sound Income Strategies
Florida
$3.52K -$1.63K -2 -29%
AP
1299
Aspect Partners
Virginia
$3.52K – – –
GWSA
1300
Global Wealth Strategies & Associates
Colorado
$2.82K – – –
50 51
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