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United Rentals
URI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1601
Mirador Capital Partners
California
– -$234K -245 Closed
MBT
1602
Montecito Bank & Trust
California
– -$234K -245 Closed
CG
1603
CFO4Life Group
Texas
– -$229K -240 Closed
CSI
1604
Clark & Stuart Inc
Maine
– -$229K -240 Closed
WIM
1605
Warwick Investment Management
Texas
– -$229K -240 Closed
IWM
1606
Iams Wealth Management
Nebraska
– -$227K -238 Closed
LAM
1607
Longboard Asset Management
Arizona
– -$224K -235 Closed
EI
1608
Ellevest Inc
New York
– -$222K -233 Closed
NHT
1609
New Hampshire Trust
New Hampshire
– -$222K -233 Closed
CFA
1610
Capstone Financial Advisors
Illinois
– -$222K -232 Closed
CFG
1611
Copley Financial Group
California
– -$221K -232 Closed
SWA
1612
Sax Wealth Advisors
New Jersey
– -$221K -232 Closed
SCP
1613
Sivia Capital Partners
California
– -$221K -232 Closed
BWP
1614
BlueStem Wealth Partners
Minnesota
– -$220K -231 Closed
OFO
1615
OneAscent Family Office
Alabama
– -$220K -230 Closed
OWM
1616
Orgel Wealth Management
Wisconsin
– -$220K -230 Closed
1WM
1617
1900 Wealth Management
Texas
– -$217K -228 Closed
HA
1618
Huntleigh Advisors
Missouri
– -$218K -228 Closed
IIL
1619
Insight Inv LLC
California
– -$218K -228 Closed
EFG
1620
Elm3 Financial Group
Georgia
– -$217K -227 Closed
MFS
1621
Madrona Financial Services
Washington
– -$215K -225 Closed
SIAG
1622
Signet Investment Advisory Group
Rhode Island
– -$215K -225 Closed
WEG
1623
World Equity Group
Illinois
– -$213K -223 Closed
CFP
1624
Catalyst Financial Partners
Massachusetts
– -$210K -220 Closed
DBRC
1625
D.B. Root & Company
Pennsylvania
– -$210K -220 Closed
63 64
65
66 67