We are live on ! Find out more
UHAL.B icon

U-Haul Holding Co Series N
UHAL.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
276
Blue Trust Inc
Georgia
$6.52K -$30.5K -612 -84%
S
277
Sachetta
Massachusetts
$6.23K +$5.38K +108 New
C
278
Covestor
United Kingdom
$6K – – –
BBHC
279
Brown Brothers Harriman & Co
New York
$5.71K – – –
APFP
280
Action Point Financial Planning
Michigan
$5.37K +$4.68K +94 New
OAJ
281
Ogorek Anthony Joseph
New York
$5K – – –
CT
282
Clearstead Trust
Maine
$4.62K +$448 +9 +13%
OCWP
283
Owl Creek Wealth Partners
Colorado
$4.33K +$3.73K +75 New
HNW
284
High Note Wealth
Minnesota
$4.1K – – –
BWL
285
Bogart Wealth LLC
Virginia
$4.1K +$2.99K +60 +545%
KFAS
286
Keating Financial Advisory Services
Kansas
$3.81K +$2.39K +48 +267%
RWM
287
Rialto Wealth Management
New York
$3.75K +$2.39K +48 +282%
WA
288
Westfuller Advisors
New York
$3.63K – – –
LF
289
LifeSteps Financial
California
$3.63K +$3.14K +63 New
GRP
290
Global Retirement Partners
California
$3.46K +$2.99K +60 New
ZBNA
291
Zions Bancorporation, National Association
Utah
$3.23K – – –
SFCL
292
Strengthening Families & Communities LLC
Massachusetts
$3.13K – – –
BCWM
293
Bartlett & Co Wealth Management
Ohio
$2.77K – – –
CCMI
294
Creative Capital Management Investments
California
$2.71K +$2.34K +47 New
AFC
295
Ares Financial Consulting
California
$2.6K – – –
BHWM
296
Bay Harbor Wealth Management
Maryland
$2.02K +$498 +10 +40%
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$1.91K +$249 +5 +18%
PWPS
298
Pinnacle Wealth Planning Services
Ohio
$1.79K -$2.84K -57 -65%
AWM
299
Activest Wealth Management
Florida
$1.67K +$1.34K +27 +1,350%
BFS
300
Bare Financial Services
Pennsylvania
$1.61K -$2.59K -52 -65%
10 11
12
13 14