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U-Haul Holding Co Series N

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
301
Bruce G. Allen Investments
Colorado
$1.67K
PWMG
302
Private Wealth Management Group
New Jersey
$1.47K
TWD
303
True Wealth Design
Ohio
$1.15K +$132 +2 +13%
AW
304
Avion Wealth
Texas
$1K +$263 +4 +24%
MCM
305
Manchester Capital Management
Vermont
$897
PWMG
306
Prestige Wealth Management Group
New Jersey
$769
CSWM
307
Cassady Schiller Wealth Management
Ohio
$576 +$592 +9 New
GFPC
308
Global Financial Private Client
Florida
$576 +$592 +9 New
PWA
309
Principia Wealth Advisory
Texas
$576 +$592 +9 New
PWM
310
Parkworth Wealth Management
California
$384 +$395 +6 New
PS
311
Principal Securities
Iowa
$192 +$197 +3 New
VWA
312
Valued Wealth Advisors
Utah
$129
MCM
313
MV Capital Management
Maryland
$65 +$66 +1 New
A
314
AlphaQuest
New York
$64 -$1.06M -16,063 -100%
Barrow, Hanley, Mewhinney & Strauss
315
Barrow, Hanley, Mewhinney & Strauss
Texas
-$99M -1,375,107 Closed
EP
316
Edgestream Partners
New Jersey
-$2.72M -37,744 Closed
PGIM
317
Pacific Global Investment Management
California
-$2.68M -37,193 Closed
Voloridge Investment Management
318
Voloridge Investment Management
Florida
-$2.08M -28,865 Closed
OQS
319
Occudo Quantitative Strategies
Florida
-$1.15M -15,993 Closed
SSA
320
Schonfeld Strategic Advisors
New York
-$689K -9,574 Closed
PAM
321
Panagora Asset Management
Massachusetts
-$471K -6,536 Closed
SF
322
Synovus Financial
Georgia
-$330K -4,588 Closed
FFM
323
Forum Financial Management
Illinois
-$276K -3,831 Closed
CAM
324
Cresset Asset Management
Illinois
-$240K -3,336 Closed
IMCOOI
325
Investment Management Corp of Ontario (IMCO)
Canada
-$232K -3,227 Closed