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U-Haul Holding Co Series N
UHAL.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
301
SJS Investment Consulting
Ohio
$1.03K -$391 -7 -27%
CAL
302
Capital Advisors Ltd
Ohio
$1K – – –
HFS
303
Hantz Financial Services
Michigan
$1K +$781 +14 +350%
RWM
304
Rialto Wealth Management
New York
$979 +$1K +18 New
SC
305
SouthState Corp
Florida
$816 -$893 -16 -52%
CT
306
Clearstead Trust
Maine
$762 -$2.29K -41 -75%
MCM
307
Manchester Capital Management
Vermont
$762 – – –
PWMG
308
Prestige Wealth Management Group
New Jersey
$653 – – –
CH
309
Cromwell Holdings
Wyoming
$652 +$670 +12 New
TIM
310
Tortoise Investment Management
New York
$652 +$670 +12 New
HIA
311
HFM Investment Advisors
New Jersey
$622 +$279 +5 +83%
IA
312
IFP Advisors
Florida
$598 -$12.3K -221 -95%
PWM
313
Parkworth Wealth Management
California
$598 +$279 +5 +83%
LFG
314
Larson Financial Group
Missouri
$544 +$56 +1 +11%
HNB
315
Huntington National Bank
Ohio
$381 -$1.51K -27 -79%
QWM
316
Quaker Wealth Management
New Jersey
$381 +$391 +7 New
HFS
317
Hughes Financial Services
Virginia
$361 -$391 -7 -50%
BHWM
318
Bay Harbor Wealth Management
Maryland
$326 +$167 +3 +100%
ACA
319
American Capital Advisory
Idaho
$272 +$279 +5 New
EP
320
Essential Partners
California
$163 +$167 +3 New
VWA
321
Valued Wealth Advisors
Utah
$110 – – –
LFA
322
LGT Financial Advisors
Texas
$109 +$112 +2 New
LPC
323
Long Pond Capital
New York
– -$11.1M -188,407 Closed
FCI
324
Financial Counselors Inc
Kansas
– -$8.67M -146,540 Closed
ZIG
325
Zuckerman Investment Group
Illinois
– -$6.75M -114,111 Closed
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13
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