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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
1276
Bond & Devick Financial Network
Minnesota
$202K – – –
KIC
1277
Keating Investment Counselors
Florida
$202K – – –
MSFP
1278
Mark Sheptoff Financial Planning
Connecticut
$202K – – –
FNT
1279
First Nebraska Trust
Nebraska
$202K +$217K +250 New
TDB
1280
Thompson David Blair
$202K +$217K +250 New
MC
1281
Miramontes Capital
California
$202K +$216K +249 New
SWGC
1282
Summit Wealth Group (Colorado)
Colorado
$202K +$216K +249 New
MA
1283
MONECO Advisors
Connecticut
$201K +$30.4K +35 +16%
SWA
1284
SFMG Wealth Advisors
Texas
$201K +$215K +248 New
AA
1285
Alta Advisers
United Kingdom
$201K -$78.1K -90 -27%
KIA
1286
KCM Investment Advisors
California
$201K -$11.3K -13 -5%
AWE
1287
Avidian Wealth Enterprises
Texas
$200K -$6.94K -8 -3%
CTC
1288
Cetera Trust Company
Minnesota
$199K – – –
PWMG
1289
Prestige Wealth Management Group
New Jersey
$194K – – –
GLF
1290
Groupe la Francaise
France
$190K – – –
CBT
1291
Crews Bank & Trust
Florida
$175K – – –
QL
1292
Quarry LP
New York
$170K +$118K +136 +184%
CH
1293
Cromwell Holdings
Wyoming
$168K – – –
NWM
1294
Nova Wealth Management
Florida
$167K +$3.47K +4 +2%
EDRH
1295
Edmond de Rothschild Holding
Switzerland
$158K – – –
WSFS
1296
Wilmington Savings Fund Society
Delaware
$157K +$6.08K +7 +4%
OL
1297
OneFund LLC
Florida
$156K +$6.94K +8 +4%
MR
1298
Munich Reinsurance
$150K +$46.9K +54 +42%
CSPIA
1299
Cary Street Partners Investment Advisory
Virginia
$149K +$29.5K +34 +23%
CF
1300
Centaurus Financial
California
$144K +$8.68K +10 +6%
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