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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1376
Operose Advisors
Wisconsin
$13.4K – – –
DWM
1377
Dogwood Wealth Management
Kansas
$13.4K +$891 +1 +8%
AWM
1378
Abound Wealth Management
Tennessee
$12.6K -$891 -1 -7%
TFA
1379
Transamerica Financial Advisors
Florida
$12.5K +$12.5K +14 New
BAM
1380
Byrne Asset Management
New Jersey
$12.4K -$20.5K -23 -64%
SNB
1381
Security National Bank
Nebraska
$12.4K +$2.67K +3 +30%
HWP
1382
Highline Wealth Partners
California
$12.4K +$8.91K +10 +333%
TWD
1383
True Wealth Design
Ohio
$11.5K +$891 +1 +9%
LI
1384
LRI Investments
Florida
$11.5K – – –
MEG
1385
Millstone Evans Group
Colorado
$11.5K – – –
CFG
1386
Clayton Financial Group
Missouri
$11.5K +$10.7K +12 New
EP
1387
Essential Partners
California
$10.5K +$891 +1 +10%
HHGA
1388
Halbert Hargrove Global Advisors
California
$10.5K +$9.8K +11 New
SHIM
1389
Stone House Investment Management
Pennsylvania
$10.5K – – –
FMP
1390
Financial Management Professionals
Texas
$10.5K +$891 +1 +10%
CCM
1391
Cloud Capital Management
Washington
$10K +$9.8K +11 New
RWA
1392
Redmont Wealth Advisors
Illinois
$9.55K – – –
TFM
1393
TFC Financial Management
Massachusetts
$9.55K – – –
LFASL
1394
Lugano Financial Advisors SA (LFA)
Switzerland
$8.59K – – –
TC
1395
Truvestments Capital
Florida
$8.59K +$8.02K +9 New
OP
1396
ORG Partners
Indiana
$8.59K +$3.56K +4 +80%
CVM
1397
Cheviot Value Management
California
$7.88K – – –
SWA
1398
SOA Wealth Advisors
New York
$7.82K – – –
PPC
1399
Park Place Capital
Alabama
$7.64K – – –
SC
1400
Solstein Capital
California
$7.64K – – –
54 55
56
57 58