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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1301
Golden State Wealth Management
California
$130K – – –
YP
1302
YANKCOM Partnership
South Dakota
$130K +$4.34K +5 +3%
SIM
1303
Sentry Investment Management
Wisconsin
$126K – – –
BWL
1304
Bogart Wealth LLC
Virginia
$125K +$65.1K +75 +95%
RFP
1305
Root Financial Partners
California
$121K -$2.6K -3 -2%
GWM
1306
Greenline Wealth Management
Florida
$120K +$128K +148 New
PWA
1307
Physician Wealth Advisors
Utah
$118K -$2.6K -3 -2%
CA
1308
CoreCap Advisors
Michigan
$117K -$251K -289 -67%
RMC
1309
Resources Management Corp
Connecticut
$117K – – –
BFS
1310
Burkett Financial Services
South Carolina
$116K – – –
TIM
1311
Thompson Investment Management
Wisconsin
$113K – – –
CFD
1312
Creative Financial Designs
Indiana
$113K +$23.4K +27 +24%
HNW
1313
High Note Wealth
Minnesota
$112K – – –
PGAM
1314
Princeton Global Asset Management
New Jersey
$109K +$26.9K +31 +30%
PP
1315
PFS Partners
New Jersey
$101K -$17.4K -20 -14%
RDFA
1316
Ritter Daniher Financial Advisory
Ohio
$101K – – –
CIP
1317
Castlefield Investment Partners
$101K +$108K +125 New
OC
1318
Oakworth Capital
Alabama
$100K – – –
RWS
1319
Retirement Wealth Solutions
Wisconsin
$97.9K -$3.47K -4 -3%
JWA
1320
JFS Wealth Advisors
Pennsylvania
$97.1K +$19.1K +22 +22%
AGWCA
1321
Annis Gardner Whiting Capital Advisors
Florida
$96.3K +$7.81K +9 +8%
TH
1322
TCTC Holdings
Texas
$95.5K – – –
WA
1323
Westfuller Advisors
New York
$92.7K +$868 +1 +0.9%
HNB
1324
Hilltop National Bank
Wyoming
$89.8K – – –
OAJ
1325
Ogorek Anthony Joseph
New York
$88K -$3.47K -4 -4%
51 52
53
54 55