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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
1426
Trivant Custom Portfolio Group
California
– -$16.3K -26 Closed
CTWM
1427
Cherry Tree Wealth Management
Minnesota
– -$13.2K -21 Closed
CA
1428
Continuum Advisory
Idaho
– -$11.3K -18 Closed
WF
1429
Wayfinding Financial
Washington
– -$10K -17 Closed
CIM
1430
Contravisory Investment Management
Massachusetts
– -$10K -16 Closed
GFPC
1431
Global Financial Private Client
Florida
– -$5.01K -8 Closed
CAWM
1432
Capital A Wealth Management
Pennsylvania
– -$4.39K -7 Closed
GP
1433
Greenline Partners
New York
– -$3.76K -6 Closed
QL
1434
Quarry LP
New York
– -$3.76K -6 Closed
HHGA
1435
Halbert Hargrove Global Advisors
California
– -$2.62K -4 Closed
CWC
1436
Carolinas Wealth Consulting
North Carolina
– -$1.88K -3 Closed
KIM
1437
Kestra Investment Management
Texas
– -$1.88K -3 Closed
PCTC
1438
Perkins Coie Trust Company
Washington
– -$1.25K -2 Closed
WPA
1439
West Paces Advisors
Georgia
– -$1.25K -2 Closed
WW
1440
Winnow Wealth
Texas
– -$1.2K -2 Closed
BMC
1441
Bear Mountain Capital
Washington
– -$635 -1 Closed
IHWM
1442
Iron Horse Wealth Management
Iowa
– -$627 -1 Closed
MAS
1443
MPWM Advisory Solutions
Georgia
– -$627 -1 Closed
SFGP
1444
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$684 -1 Closed
54 55 56 57
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