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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1301
Marks Group Wealth Management
Minnesota
$227K +$190K +200 New
SMC
1302
Smith, Moore & Co
Missouri
$227K +$190K +200 New
JIC
1303
Joel Isaacson & Co
New York
$225K +$189K +199 New
IFS
1304
Ifrah Financial Services
Arkansas
$225K +$189K +199 New
FFA
1305
Fortune Financial Advisors
Kansas
$225K +$188K +198 New
XF
1306
XML Financial
Maryland
$223K +$187K +197 New
CFO
1307
Cambient Family Office
Michigan
$223K +$187K +197 New
AAMC
1308
Asset Allocation & Management Company
Illinois
$222K -$217K -228 -54%
AGWCA
1309
Annis Gardner Whiting Capital Advisors
Florida
$221K +$17.1K +18 +10%
EWA
1310
Eagle Wealth Advisors
Connecticut
$221K +$186K +195 New
CP
1311
Canopy Partners
Ohio
$220K +$185K +194 New
WDL
1312
Well Done LLC
Michigan
$220K +$185K +194 New
MHC
1313
May Hill Capital
Massachusetts
$219K +$184K +193 New
XPN
1314
XY Planning Network
Montana
$219K +$184K +193 New
SB
1315
Strategic Blueprint
Georgia
$218K +$183K +192 New
AIP
1316
Avail Investment Partners
Pennsylvania
$218K +$183K +192 New
IIL
1317
Income Insurance Ltd
$216K +$182K +191 New
PFM
1318
Phillips Financial Management
Indiana
$216K +$182K +191 New
FF
1319
Financial Futures
New Jersey
$215K +$181K +190 New
HPBT
1320
Hickory Point Bank & Trust
Illinois
$214K – – –
BFG
1321
Beacon Financial Group
Texas
$214K +$180K +189 New
SB
1322
Sunflower Bank
Texas
$214K +$180K +189 New
PCA
1323
Pallas Capital Advisors
Massachusetts
$213K +$179K +188 New
SHFP
1324
Second Half Financial Partners
Florida
$213K +$179K +188 New
IDA
1325
Intelligence Driven Advisers
California
$212K +$178K +187 New
51 52
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