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U-Haul Holding Co Series N

Name Holding Trade Value Shares
Change
Change in
Stake
C
251
Covestor
United Kingdom
$10K -$52 -1 -0.5%
BIA
252
Bell Investment Advisors
California
$8.46K +$681 +13 +8%
IGWM
253
ICA Group Wealth Management
Colorado
$7.3K
Loomis, Sayles & Company
254
Loomis, Sayles & Company
Massachusetts
$7K -$11.8K -226 -63%
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$7K +$7.17K +137 +2,740%
JWA
256
JFS Wealth Advisors
Pennsylvania
$6.79K +$1.15K +22 +20%
FFA
257
Farther Finance Advisors
California
$6.38K
HI
258
Harbour Investments
Wisconsin
$6.38K
Lazard Asset Management
259
Lazard Asset Management
New York
$6K -$3.25M -62,025 -100%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$5.47K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$5.47K
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$5.02K
GWS
263
Glassman Wealth Services
Virginia
$5.02K +$942 +18 +22%
FCAG
264
First Capital Advisors Group
New Jersey
$4.97K +$5.13K +98 New
ZB
265
Zions Bancorporation
Utah
$4.1K
OAJ
266
Ogorek Anthony Joseph
New York
$4K
PWMG
267
Prestige Wealth Management Group
New Jersey
$3.14K -$995 -19 -23%
SIC
268
SJS Investment Consulting
Ohio
$2.23K +$1.15K +22 +100%
RTL
269
Red Tortoise LLC
Georgia
$2.23K +$890 +17 +63%
DI
270
Disciplined Investments
Oklahoma
$1.82K -$52 -1 -3%
JGIA
271
Jackson Grant Investment Advisers
Connecticut
$1.82K
GRP
272
Global Retirement Partners
California
$1.32K
BTI
273
Blue Trust Inc
Georgia
$1K -$31.6K -603 -96%
CAL
274
Capital Advisors Ltd
Ohio
$1K
BAAM
275
Baker Avenue Asset Management
California
$912