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United Rentals

Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
1351
Evelyn Partners Investment Management
$23.9K – – –
HC
1352
Hurley Capital
New York
$23.6K +$891 +1 +4%
SC
1353
SouthState Corp
Florida
$22.9K -$60.6K -68 -74%
Baillie Gifford & Co
1354
Baillie Gifford & Co
United Kingdom
$21K – – –
CSC
1355
Caldwell Sutter Capital
California
$20K – – –
TCOV
1356
Trust Company of Vermont
Vermont
$20K – – –
RWM
1357
Raffa Wealth Management
District of Columbia
$20K +$2.67K +3 +17%
ABWM
1358
Alpine Bank Wealth Management
Colorado
$20K +$18.7K +21 New
MSG
1359
Main Street Group
Virginia
$20K +$18.7K +21 New
CFB
1360
Cullen/Frost Bankers
Texas
$19.2K -$13.4K -15 -43%
AF
1361
Advisornet Financial
Minnesota
$18.1K – – –
FFO
1362
Fortitude Family Office
Arizona
$18.1K – – –
AAG
1363
Armstrong Advisory Group
Massachusetts
$18.1K +$16.9K +19 New
MNA
1364
Manning & Napier Advisors
New York
$18.1K +$16.9K +19 New
TFGT
1365
TS Financial Group (TSFG)
Illinois
$17K – – –
PWAM
1366
Private Wealth Asset Management
Iowa
$16.2K – – –
AW
1367
Avion Wealth
Texas
$16K +$891 +1 +6%
Q1WB
1368
Quest 10 Wealth Builders
Virginia
$14.3K -$11.6K -13 -46%
CT
1369
Clearstead Trust
Maine
$14.3K – – –
BBPWM
1370
Blue Bell Private Wealth Management
Pennsylvania
$14.3K +$4.46K +5 +50%
RBC
1371
Roble Belko & Company
Pennsylvania
$14K +$13.4K +15 New
DPW
1372
DiNuzzo Private Wealth
Pennsylvania
$13.4K – – –
S
1373
Sachetta
Massachusetts
$13.4K – – –
KG
1374
Kilter Group
New York
$13.4K +$891 +1 +8%
HHMI
1375
Howard Hughes Medical Institute
Maryland
$13.4K – – –