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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1326
Financial Futures
New Jersey
$215K +$181K +190 New
HPBT
1327
Hickory Point Bank & Trust
Illinois
$214K – – –
BFG
1328
Beacon Financial Group
Texas
$214K +$180K +189 New
SB
1329
Sunflower Bank
Texas
$214K +$180K +189 New
PCA
1330
Pallas Capital Advisors
Massachusetts
$213K +$179K +188 New
SHFP
1331
Second Half Financial Partners
Florida
$213K +$179K +188 New
IDA
1332
Intelligence Driven Advisers
California
$212K +$178K +187 New
BWM
1333
Baron Wealth Management
Michigan
$211K +$177K +186 New
OFS
1334
OneAscent Financial Services
Alabama
$211K +$177K +186 New
1WM
1335
1900 Wealth Management
Texas
$209K +$175K +184 New
ICP
1336
Interchange Capital Partners
Pennsylvania
$206K +$173K +182 New
MA
1337
Mutual Advisors
Nebraska
$204K -$1.31M -1,379 -88%
CC
1338
Centiva Capital
New York
$204K +$171K +180 New
FCM
1339
Fell Capital Management
California
$204K +$171K +180 New
NHT
1340
New Hampshire Trust
New Hampshire
$204K +$171K +180 New
NWM
1341
Nova Wealth Management
Florida
$204K -$20.9K -22 -11%
ML
1342
McAdam LLC
Pennsylvania
$203K +$170K +179 New
CF
1343
Centaurus Financial
California
$202K – – –
OAM
1344
Oppenheimer Asset Management
New York
$202K +$169K +178 New
SM
1345
Sweeney & Michel
California
$201K +$165K +173 New
VFG
1346
Victory Financial Group
Texas
$201K +$168K +177 New
KPWG
1347
KFA Private Wealth Group
Virginia
$200K +$167K +176 New
APFP
1348
Action Point Financial Planning
Michigan
$199K +$168K +177 New
NEI
1349
Northwest & Ethical Investments
Ontario, Canada
$199K +$168K +177 New
YP
1350
YANKCOM Partnership
South Dakota
$190K +$5.71K +6 +4%
52 53
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