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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1301
Deseret Mutual Benefit Administrators
Utah
$58.2K – – –
CFFP
1302
Center for Financial Planning
Michigan
$57.3K – – –
PWMG
1303
Private Wealth Management Group
New Jersey
$57.3K – – –
BCWM
1304
Bartlett & Co Wealth Management
Ohio
$56.3K +$2.67K +3 +5%
MA
1305
MCF Advisors
Kentucky
$56.3K +$3.56K +4 +7%
PC
1306
Promus Capital
Illinois
$55.4K – – –
HWA
1307
HHM Wealth Advisors
Tennessee
$54.4K – – –
FIM
1308
FWL Investment Management
Texas
$53.5K – – –
ADL
1309
Asset Dedication LLC
California
$51.6K – – –
HPC
1310
HM Payson & Co
Maine
$51.6K +$3.56K +4 +8%
CI
1311
Clal Insurance
Israel
$49K -$8.02K -9 -15%
TCOT
1312
Trust Company of Toledo
Ohio
$47.7K – – –
AUB
1313
Atlantic Union Bankshares
Virginia
$47.7K +$44.6K +50 New
PB
1314
Pinnacle Bancorp
Nebraska
$46.8K +$22.3K +25 +104%
DCM
1315
Davis Capital Management
Florida
$46.8K +$43.7K +49 New
SS
1316
Sunbelt Securities
Texas
$45.8K +$41K +46 +2,300%
HDIM
1317
Hanson & Doremus Investment Management
Vermont
$45K – – –
RA
1318
Rise Advisors
New York
$44.4K +$2.67K +3 +7%
BHWM
1319
Beaird Harris Wealth Management
Texas
$43K +$891 +1 +2%
RWM
1320
Rialto Wealth Management
New York
$40.1K +$891 +1 +2%
FDW
1321
Fourth Dimension Wealth
Ohio
$40.1K – – –
AWM
1322
Activest Wealth Management
Florida
$40.1K +$16.9K +19 +83%
FFA
1323
Frazier Financial Advisors
Ohio
$40.1K +$26.7K +30 +250%
SGK
1324
Steigerwald Gordon & Koch
Virginia
$40.1K +$37.4K +42 New
C
1325
Covestor
United Kingdom
$39K -$18.7K -21 -34%
51 52
53
54 55