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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
AIL
226
AGF Investments LLC
Ontario, Canada
$3K -$694K -23,670 -100%
RFA
227
Reilly Financial Advisors
California
$3K -$4.1K -140 -58%
FHA
228
Flagship Harbor Advisors
Massachusetts
$3K
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$3K
OAJ
230
Ogorek Anthony Joseph
New York
$3K
ZB
231
Zions Bancorporation
Utah
$3K +$2.64K +90 New
GT
232
Glenmede Trust
Pennsylvania
$2K -$76.5K -2,610 -97%
BBHC
233
Brown Brothers Harriman & Co
New York
$2K -$879 -30 -33%
EARNEST Partners
234
EARNEST Partners
Georgia
$2K
PFBT
235
Parkside Financial Bank & Trust
Missouri
$2K
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$2K
OPS
237
Orion Portfolio Solutions
Nebraska
$1K -$879 -30 -50%
BWM
238
BerganKDV Wealth Management
Minnesota
$1K +$879 +30 New
TPCW
239
TD Private Client Wealth
New York
$302
TG
240
TCW Group
California
-$4.13M -142,240 Closed
JGUA
241
John G. Ullman & Associates
New York
-$1.67M -57,500 Closed
DCM
242
Dupont Capital Management
Delaware
-$1.35M -46,590 Closed
Truist Financial
243
Truist Financial
North Carolina
-$1.33M -45,940 Closed
ZDA
244
Zweig-DiMenna Associates
New York
-$1.25M -43,090 Closed
Boston Partners
245
Boston Partners
Massachusetts
-$882K -30,360 Closed
APG Asset Management
246
APG Asset Management
Netherlands
-$646K -22,220 Closed
RJA
247
Raymond James & Associates
Florida
-$467K -16,090 Closed
BPA
248
Beacon Pointe Advisors
California
-$291K -10,000 Closed
William Blair & Company
249
William Blair & Company
Illinois
-$284K -9,780 Closed
ST
250
Somerset Trust
Pennsylvania
-$280K -9,640 Closed