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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Ancora Advisors
Ohio
$143K +$53.8K +62 +54%
CLOS
1302
Compagnie Lombard Odier SCmA
Switzerland
$136K -$8.68K -10 -6%
GSWM
1303
Golden State Wealth Management
California
$130K – – –
YP
1304
YANKCOM Partnership
South Dakota
$130K +$4.34K +5 +3%
SIM
1305
Sentry Investment Management
Wisconsin
$126K – – –
BWL
1306
Bogart Wealth LLC
Virginia
$125K +$65.1K +75 +95%
RFP
1307
Root Financial Partners
California
$121K -$2.6K -3 -2%
GWM
1308
Greenline Wealth Management
Florida
$120K +$128K +148 New
PWA
1309
Physician Wealth Advisors
Utah
$118K -$2.6K -3 -2%
CA
1310
CoreCap Advisors
Michigan
$117K -$251K -289 -67%
RMC
1311
Resources Management Corp
Connecticut
$117K – – –
BFS
1312
Burkett Financial Services
South Carolina
$116K – – –
TIM
1313
Thompson Investment Management
Wisconsin
$113K – – –
CFD
1314
Creative Financial Designs
Indiana
$113K +$23.4K +27 +24%
HNW
1315
High Note Wealth
Minnesota
$112K – – –
PGAM
1316
Princeton Global Asset Management
New Jersey
$109K +$26.9K +31 +30%
PP
1317
PFS Partners
New Jersey
$101K -$17.4K -20 -14%
RDFA
1318
Ritter Daniher Financial Advisory
Ohio
$101K – – –
CIP
1319
Castlefield Investment Partners
$101K +$108K +125 New
OC
1320
Oakworth Capital
Alabama
$100K – – –
RWS
1321
Retirement Wealth Solutions
Wisconsin
$97.9K -$3.47K -4 -3%
JWA
1322
JFS Wealth Advisors
Pennsylvania
$97.1K +$19.1K +22 +22%
AGWCA
1323
Annis Gardner Whiting Capital Advisors
Florida
$96.3K +$7.81K +9 +8%
TH
1324
TCTC Holdings
Texas
$95.5K – – –
WAU
1325
Wellington-Altus USA
Manitoba, Canada
$93.1K +$99.8K +115 New
51 52
53
54 55