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icono de UHAL.B

U-Haul Holding Co Series N
UHAL.B

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sachetta
276
Sachetta
Massachusetts
USD 6.23 k +USD 5.38 k +108 Nuevas
Covestor
277
Covestor
United Kingdom
USD 6 k – – –
Brown Brothers Harriman & Co
278
Brown Brothers Harriman & Co
New York
USD 5.71 k – – –
APFP
279
Action Point Financial Planning
Michigan
USD 5.37 k +USD 4.68 k +94 Nuevas
Ogorek Anthony Joseph
280
Ogorek Anthony Joseph
New York
USD 5 k – – –
Clearstead Trust
281
Clearstead Trust
Maine
USD 4.62 k +USD 448 +9 +13%
Owl Creek Wealth Partners
282
Owl Creek Wealth Partners
Colorado
USD 4.33 k +USD 3.73 k +75 Nuevas
High Note Wealth
283
High Note Wealth
Minnesota
USD 4.1 k – – –
Bogart Wealth LLC
284
Bogart Wealth LLC
Virginia
USD 4.1 k +USD 2.99 k +60 +545%
Parkside Financial Bank & Trust
285
Parkside Financial Bank & Trust
Missouri
USD 3.87 k -USD 2.19 k -44 -40%
Keating Financial Advisory Services
286
Keating Financial Advisory Services
Kansas
USD 3.81 k +USD 2.39 k +48 +267%
Rialto Wealth Management
287
Rialto Wealth Management
New York
USD 3.75 k +USD 2.39 k +48 +282%
Westfuller Advisors
288
Westfuller Advisors
New York
USD 3.64 k – – –
LifeSteps Financial
289
LifeSteps Financial
California
USD 3.64 k +USD 3.14 k +63 Nuevas
Global Retirement Partners
290
Global Retirement Partners
California
USD 3.46 k +USD 2.99 k +60 Nuevas
Zions Bancorporation, National Association
291
Zions Bancorporation, National Association
Utah
USD 3.23 k – – –
Strengthening Families & Communities LLC
292
Strengthening Families & Communities LLC
Massachusetts
USD 3.12 k – – –
Bartlett & Co Wealth Management
293
Bartlett & Co Wealth Management
Ohio
USD 2.77 k – – –
Creative Capital Management Investments
294
Creative Capital Management Investments
California
USD 2.71 k +USD 2.34 k +47 Nuevas
Ares Financial Consulting
295
Ares Financial Consulting
California
USD 2.6 k – – –
Bay Harbor Wealth Management
296
Bay Harbor Wealth Management
Maryland
USD 2.02 k +USD 498 +10 +40%
DiNuzzo Private Wealth
297
DiNuzzo Private Wealth
Pennsylvania
USD 1.9 k +USD 249 +5 +18%
Pinnacle Wealth Planning Services
298
Pinnacle Wealth Planning Services
Ohio
USD 1.79 k -USD 2.84 k -57 -65%
Activest Wealth Management
299
Activest Wealth Management
Florida
USD 1.67 k +USD 1.34 k +27 +1,350%
Bare Financial Services
300
Bare Financial Services
Pennsylvania
USD 1.62 k -USD 2.59 k -52 -65%
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