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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1276
LRI Investments
Florida
$9.04K – – –
SIS
1277
Strategic Investment Solutions
Illinois
$9.04K – – –
CPG
1278
Cornerstone Planning Group
New Jersey
$8.68K – – –
TWD
1279
True Wealth Design
Ohio
$8.31K +$2.67K +4 +57%
T
1280
Transce3nd
Texas
$8.29K -$7.36K -11 -50%
SHIM
1281
Stone House Investment Management
Pennsylvania
$8.29K – – –
SWA
1282
SOA Wealth Advisors
New York
$7.82K +$220K +329 +4%
CVM
1283
Cheviot Value Management
California
$7.73K – – –
BBPWM
1284
Blue Bell Private Wealth Management
Pennsylvania
$7.53K -$8.03K -12 -55%
SNB
1285
Security National Bank
Nebraska
$7.53K – – –
FMP
1286
Financial Management Professionals
Texas
$7.53K +$669 +1 +11%
TFM
1287
TFC Financial Management
Massachusetts
$7.53K +$1.34K +2 +25%
EP
1288
Essential Partners
California
$7.53K +$6.69K +10 New
RWA
1289
Redmont Wealth Advisors
Illinois
$7.53K +$6.69K +10 New
OLVIG
1290
Oliver Lagore Vanvalin Investment Group
Michigan
$6.89K +$7.36K +11 New
PA
1291
Pineridge Advisors
Missouri
$6.79K – – –
LFASL
1292
Lugano Financial Advisors SA (LFA)
Switzerland
$6.78K +$6.02K +9 New
PPC
1293
Park Place Capital
Alabama
$6.19K – – –
SC
1294
Solstein Capital
California
$6.03K +$5.35K +8 New
PMFA
1295
Plante Moran Financial Advisors
Michigan
$5.27K -$75.6K -113 -94%
CIA
1296
Cape Investment Advisory
Georgia
$5.27K – – –
QWM
1297
Quaker Wealth Management
New Jersey
$5.27K +$4.68K +7 New
BLC
1298
Brown, Lisle/Cummings
Rhode Island
$5.26K +$669 +1 +17%
DF
1299
Dunhill Financial
United Kingdom
$4.89K -$7.36K -11 -65%
SIC
1300
SJS Investment Consulting
Ohio
$4.52K -$3.34K -5 -45%
50 51
52
53 54