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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
226
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
SignatureFD
227
SignatureFD
Georgia
$4K – – –
CFA
228
Carroll Financial Associates
North Carolina
$3K – – –
LWA
229
Lenox Wealth Advisors
New York
$3K – – –
OAJ
230
Ogorek Anthony Joseph
New York
$3K – – –
Valeo Financial Advisors
231
Valeo Financial Advisors
Indiana
$3K – – –
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.04K +80 New
EARNEST Partners
233
EARNEST Partners
Georgia
$2K – – –
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
Orion Portfolio Solutions
235
Orion Portfolio Solutions
Nebraska
$2K +$1.9K +50 New
Quadrant Capital Group
236
Quadrant Capital Group
Ohio
$2K +$2.28K +60 New
PWMG
237
Prestige Wealth Management Group
New Jersey
$1K -$1.14K -30 -60%
BAM
238
Bellevue Asset Management
Washington
$1K +$759 +20 New
VCM
239
Versant Capital Management
Arizona
$1K +$1.14K +30 New
TD Private Client Wealth
240
TD Private Client Wealth
New York
$376 +$380 +10 New
ICM
241
Indaba Capital Management
California
– -$24.3M -623,010 Closed
Ingalls & Snyder LLC
242
Ingalls & Snyder LLC
New York
– -$9.52M -244,090 Closed
NIS
243
National Investment Services
Wisconsin
– -$1.83M -46,860 Closed
QIM
244
Quantitative Investment Management
Virginia
– -$1.36M -34,830 Closed
Swiss Life Asset Management
245
Swiss Life Asset Management
– -$1.18M -30,350 Closed
Jacobs Levy Equity Management
246
Jacobs Levy Equity Management
New Jersey
– -$986K -25,290 Closed
Voloridge Investment Management
247
Voloridge Investment Management
Florida
– -$655K -16,790 Closed
LAIC
248
Lederer & Associates Investment Counsel
California
– -$567K -14,540 Closed
Brown Advisory
249
Brown Advisory
Maryland
– -$381K -9,760 Closed
TD Asset Management
250
TD Asset Management
Ontario, Canada
– -$211K -5,420 Closed