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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1276
Cornerstone Planning Group
New Jersey
$8.68K – – –
TWD
1277
True Wealth Design
Ohio
$8.31K +$2.67K +4 +57%
T
1278
Transce3nd
Texas
$8.29K -$7.36K -11 -50%
SHIM
1279
Stone House Investment Management
Pennsylvania
$8.29K – – –
SWA
1280
SOA Wealth Advisors
New York
$7.82K +$220K +329 +4%
CVM
1281
Cheviot Value Management
California
$7.73K – – –
BBPWM
1282
Blue Bell Private Wealth Management
Pennsylvania
$7.53K -$8.03K -12 -55%
SNB
1283
Security National Bank
Nebraska
$7.53K – – –
FMP
1284
Financial Management Professionals
Texas
$7.53K +$669 +1 +11%
TFM
1285
TFC Financial Management
Massachusetts
$7.53K +$1.34K +2 +25%
EP
1286
Essential Partners
California
$7.53K +$6.69K +10 New
RWA
1287
Redmont Wealth Advisors
Illinois
$7.53K +$6.69K +10 New
OLVIG
1288
Oliver Lagore Vanvalin Investment Group
Michigan
$6.89K +$7.36K +11 New
PA
1289
Pineridge Advisors
Missouri
$6.79K – – –
LFASL
1290
Lugano Financial Advisors SA (LFA)
Switzerland
$6.78K +$6.02K +9 New
PPC
1291
Park Place Capital
Alabama
$6.19K – – –
SC
1292
Solstein Capital
California
$6.03K +$5.35K +8 New
PMFA
1293
Plante Moran Financial Advisors
Michigan
$5.27K -$75.6K -113 -94%
CIA
1294
Cape Investment Advisory
Georgia
$5.27K – – –
QWM
1295
Quaker Wealth Management
New Jersey
$5.27K +$4.68K +7 New
BLC
1296
Brown, Lisle/Cummings
Rhode Island
$5.26K +$669 +1 +17%
DF
1297
Dunhill Financial
United Kingdom
$4.89K -$7.36K -11 -65%
SIC
1298
SJS Investment Consulting
Ohio
$4.52K -$3.34K -5 -45%
GEA
1299
Glen Eagle Advisors
New Jersey
$4.52K – – –
CIAS
1300
CBIZ Investment Advisory Services
Ohio
$4.52K +$2.01K +3 +100%
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