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U-Haul Holding Co Series N
UHAL.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
301
Atlantic Union Bankshares
Virginia
$1.5K – – –
PS
302
Planning Strategies
Pennsylvania
$1.44K +$1.25K +25 New
SGFG
303
Silver Grove Financial Group
New York
$1.44K +$1.25K +25 New
CPG
304
Cornerstone Planning Group
New Jersey
$1.38K – – –
BIA
305
Bell Investment Advisors
California
$1.27K +$100 +2 +10%
CH
306
Cromwell Holdings
Wyoming
$1.27K +$498 +10 +83%
HIA
307
HFM Investment Advisors
New Jersey
$1.2K +$697 +14 +156%
HFS
308
Hantz Financial Services
Michigan
$1K – – –
AW
309
Avion Wealth
Texas
$1K +$548 +11 +92%
QWM
310
Quaker Wealth Management
New Jersey
$808 +$249 +5 +56%
LI
311
LRI Investments
Florida
$808 +$697 +14 New
PWA
312
Physician Wealth Advisors
Utah
$693 – – –
PWMG
313
Prestige Wealth Management Group
New Jersey
$693 – – –
BWA
314
Basecamp Wealth Advisors
Washington
$692 – – –
TFA
315
Transamerica Financial Advisors
Florida
$634 +$548 +11 New
CA
316
Clearstead Advisors
Ohio
$520 +$448 +9 New
MAM
317
Marquette Asset Management
Minnesota
$520 +$448 +9 New
TSMHT
318
Thurston Springer Miller Herd & Titak
Indiana
$519 – – –
SS
319
SBI Securities
Japan
$519 +$448 +9 New
DF
320
DecisionPoint Financial
Arizona
$292 +$249 +5 New
ACA
321
American Capital Advisory
Idaho
$289 +$149 +3 +150%
HI
322
Harbour Investments
Wisconsin
$231 +$100 +2 +100%
IA
323
IFP Advisors
Florida
$231 +$149 +3 +300%
BGAI
324
Bruce G. Allen Investments
Colorado
$231 +$199 +4 New
MCM
325
MV Capital Management
Maryland
$231 +$199 +4 New
11 12
13
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