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ícone de UHAL.B

U-Haul Holding Co Series N
UHAL.B

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Sachetta
276
Sachetta
Massachusetts
US$ 6,23 mil +US$ 5,38 mil +108 Nova
Covestor
277
Covestor
United Kingdom
US$ 6 mil – – –
Brown Brothers Harriman & Co
278
Brown Brothers Harriman & Co
New York
US$ 5,71 mil – – –
APFP
279
Action Point Financial Planning
Michigan
US$ 5,37 mil +US$ 4,68 mil +94 Nova
Ogorek Anthony Joseph
280
Ogorek Anthony Joseph
New York
US$ 5 mil – – –
Clearstead Trust
281
Clearstead Trust
Maine
US$ 4,62 mil +US$ 448 +9 +13%
Owl Creek Wealth Partners
282
Owl Creek Wealth Partners
Colorado
US$ 4,33 mil +US$ 3,73 mil +75 Nova
High Note Wealth
283
High Note Wealth
Minnesota
US$ 4,1 mil – – –
Bogart Wealth LLC
284
Bogart Wealth LLC
Virginia
US$ 4,1 mil +US$ 2,99 mil +60 +545%
Parkside Financial Bank & Trust
285
Parkside Financial Bank & Trust
Missouri
US$ 3,87 mil -US$ 2,19 mil -44 -40%
Keating Financial Advisory Services
286
Keating Financial Advisory Services
Kansas
US$ 3,81 mil +US$ 2,39 mil +48 +267%
Rialto Wealth Management
287
Rialto Wealth Management
New York
US$ 3,75 mil +US$ 2,39 mil +48 +282%
Westfuller Advisors
288
Westfuller Advisors
New York
US$ 3,64 mil – – –
LifeSteps Financial
289
LifeSteps Financial
California
US$ 3,64 mil +US$ 3,14 mil +63 Nova
Global Retirement Partners
290
Global Retirement Partners
California
US$ 3,46 mil +US$ 2,99 mil +60 Nova
Zions Bancorporation, National Association
291
Zions Bancorporation, National Association
Utah
US$ 3,23 mil – – –
Strengthening Families & Communities LLC
292
Strengthening Families & Communities LLC
Massachusetts
US$ 3,12 mil – – –
Bartlett & Co Wealth Management
293
Bartlett & Co Wealth Management
Ohio
US$ 2,77 mil – – –
Creative Capital Management Investments
294
Creative Capital Management Investments
California
US$ 2,71 mil +US$ 2,34 mil +47 Nova
Ares Financial Consulting
295
Ares Financial Consulting
California
US$ 2,6 mil – – –
Bay Harbor Wealth Management
296
Bay Harbor Wealth Management
Maryland
US$ 2,02 mil +US$ 498 +10 +40%
DiNuzzo Private Wealth
297
DiNuzzo Private Wealth
Pennsylvania
US$ 1,9 mil +US$ 249 +5 +18%
Pinnacle Wealth Planning Services
298
Pinnacle Wealth Planning Services
Ohio
US$ 1,79 mil -US$ 2,84 mil -57 -65%
Activest Wealth Management
299
Activest Wealth Management
Florida
US$ 1,67 mil +US$ 1,34 mil +27 +1.350%
Bare Financial Services
300
Bare Financial Services
Pennsylvania
US$ 1,62 mil -US$ 2,59 mil -52 -65%
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