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U-Haul Holding Co Series N

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$17K
DSC
252
Daytona Street Capital
Missouri
$16.8K +$17.5K +360 New
RFP
253
Root Financial Partners
California
$16.2K +$3.46K +71 +26%
WSFS
254
Wilmington Savings Fund Society
Delaware
$13.9K
NA
255
NewEdge Advisors
Louisiana
$13.5K
SPIA
256
Steward Partners Investment Advisory
New York
$11.9K -$4.33K -89 -26%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$10.9K +$1.12K +23 +11%
YP
258
YANKCOM Partnership
South Dakota
$10.3K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$9.96K +$8.66K +178 +509%
AssetMark Inc
260
AssetMark Inc
California
$9.77K +$1.02K +21 +11%
SAM
261
Smartleaf Asset Management
Massachusetts
$9.55K -$3.8K -78 -28%
C
262
Covestor
United Kingdom
$9K -$49 -1 -0.5%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$7.43K +$2.48K +51 +47%
GSWM
264
Golden State Wealth Management
California
$7.32K
UB
265
UMB Bank
Missouri
$5.61K
FAMI
266
Fideuram Asset Management (Ireland)
$5.19K +$4.04K +83 New
PB
267
Pinnacle Bancorp
Nebraska
$4.95K +$1.7K +35 +49%
BBHC
268
Brown Brothers Harriman & Co
New York
$4.63K -$1.75K -36 -27%
QC
269
Quent Capital
New York
$4.53K -$6.33K -130 -57%
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$4.02K +$4.19K +86 New
OAJ
271
Ogorek Anthony Joseph
New York
$4K
JWA
272
JFS Wealth Advisors
Pennsylvania
$3.6K +$195 +4 +5%
PWMG
273
Private Wealth Management Group
New Jersey
$3.37K +$3.07K +63 +700%
HNW
274
High Note Wealth
Minnesota
$3.32K
AAP
275
Arax Advisory Partners
Colorado
$3.13K +$3.26K +67 New