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U-Haul Holding Co Series N

Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
276
Keating Financial Advisory Services
Kansas
$804 -$142 -3 -14%
RWM
277
Rialto Wealth Management
New York
$760 +$426 +9 +113%
PWMG
278
Prestige Wealth Management Group
New Jersey
$537
PWA
279
Physician Wealth Advisors
Utah
$537 +$568 +12 New
BWA
280
Basecamp Wealth Advisors
Washington
$536 -$947 -20 -63%
CH
281
Cromwell Holdings
Wyoming
$536
BWL
282
Bogart Wealth LLC
Virginia
$491 +$47 +1 +10%
HIA
283
HFM Investment Advisors
New Jersey
$468 +$142 +3 +50%
QWM
284
Quaker Wealth Management
New Jersey
$403 +$426 +9 New
TSMHT
285
Thurston Springer Miller Herd & Titak
Indiana
$402
RWM
286
Raffa Wealth Management
District of Columbia
$179 +$189 +4 New
VWM
287
Vermillion Wealth Management
Minnesota
$179 +$189 +4 New
ASN
288
Advisory Services Network
Georgia
$134 +$142 +3 New
CW
289
Curio Wealth
Maryland
$134 +$142 +3 New
HFS
290
Hughes Financial Services
Virginia
$134 +$142 +3 New
DF
291
Dunhill Financial
United Kingdom
$95
VWA
292
Valued Wealth Advisors
Utah
$90
ACA
293
American Capital Advisory
Idaho
$90 +$95 +2 New
AWM
294
Activest Wealth Management
Florida
$89 +$95 +2 New
HI
295
Harbour Investments
Wisconsin
$89 +$95 +2 New
IA
296
IFP Advisors
Florida
$45 -$142 -3 -75%
Norges Bank
297
Norges Bank
Norway
-$47.2M -1,010,271 Closed
Wellington Management Group
298
Wellington Management Group
Massachusetts
-$12.2M -261,350 Closed
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
-$6.2M -132,582 Closed
JG
300
Jain Global
New York
-$3M -64,161 Closed