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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1351
OneFund LLC
Florida
$190K -$5.71K -6 -3%
CLOS
1352
Compagnie Lombard Odier SCmA
Switzerland
$190K – – –
CCWM
1353
Cassaday & Co Wealth Management
Virginia
$188K -$4.76K -5 -3%
ADL
1354
Asset Dedication LLC
California
$186K +$9.51K +10 +6%
KFA
1355
Kelleher Financial Advisors
New York
$185K +$79K +83 +104%
GSWM
1356
Golden State Wealth Management
California
$182K – – –
BC
1357
Bayforest Capital
United Kingdom
$179K -$160K -168 -52%
QL
1358
Quarry LP
New York
$178K -$75.2K -79 -33%
KC
1359
Knuff & Co
California
$170K +$143K +150 New
TFA
1360
Transamerica Financial Advisors
Florida
$169K +$22.8K +24 +19%
BFS
1361
Burkett Financial Services
South Carolina
$163K +$951 +1 +0.7%
OCWP
1362
Owl Creek Wealth Partners
Colorado
$162K +$34.3K +36 +34%
PWA
1363
Physician Wealth Advisors
Utah
$160K +$15.2K +16 +13%
HNW
1364
High Note Wealth
Minnesota
$160K -$1.9K -2 -1%
WBC
1365
Westpac Banking Corp
Australia
$159K -$115K -121 -46%
TIM
1366
Thompson Investment Management
Wisconsin
$159K – – –
PGAM
1367
Princeton Global Asset Management
New Jersey
$154K +$951 +1 +0.7%
AIM
1368
Axiom Investment Management
New York
$147K -$8.56K -9 -6%
GAMA
1369
Graticule Asia Macro Advisors
New York
$144K +$121K +127 New
MR
1370
Munich Reinsurance
$144K +$121K +127 New
PP
1371
PFS Partners
New Jersey
$142K +$951 +1 +0.8%
RDFA
1372
Ritter Daniher Financial Advisory
Ohio
$142K – – –
RWS
1373
Retirement Wealth Solutions
Wisconsin
$138K +$951 +1 +0.8%
CA
1374
Continuum Advisory
Idaho
$135K -$2.05M -2,158 -95%
PB
1375
Pinnacle Bancorp
Nebraska
$135K – – –
53 54
55
56 57