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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
251
Wipfli Financial Advisors
Wisconsin
$41K +$41.9K +800 New
Harvest Fund Management
252
Harvest Fund Management
China
$31K – – –
QC
253
Quent Capital
New York
$31K – – –
JWM
254
Janiczek Wealth Management
Colorado
$29K +$1.05K +20 +4%
Leonteq Securities AG
255
Leonteq Securities AG
Switzerland
$23.4K -$12.6K -240 -34%
First Horizon Advisors
256
First Horizon Advisors
Tennessee
$23K – – –
EI
257
Ellevest Inc
New York
$23K +$19.9K +380 +475%
Quadrant Capital Group
258
Quadrant Capital Group
Ohio
$19K +$3.14K +60 +19%
Allworth Financial
259
Allworth Financial
California
$19K +$5.24K +100 +36%
Sageworth Trust
260
Sageworth Trust
Pennsylvania
$15K – – –
UMB Bank
261
UMB Bank
Missouri
$15K – – –
LC
262
Lindbrook Capital
California
$15K +$5.24K +100 +50%
Spire Wealth Management
263
Spire Wealth Management
Virginia
$12K – – –
IFP Advisors
264
IFP Advisors
Florida
$11K +$524 +10 +5%
Blue Trust Inc
265
Blue Trust Inc
Georgia
$10K +$9.96K +190 +950%
JWA
266
JFS Wealth Advisors
Pennsylvania
$9K +$8.38K +160 +800%
SC
267
Schubert & Co
Texas
$8K +$2.62K +50 +50%
FF
268
FourThought Financial
Florida
$7K -$9.96K -190 -58%
Harbour Investments
269
Harbour Investments
Wisconsin
$7K – – –
PWMG
270
Prestige Wealth Management Group
New Jersey
$7K – – –
ZIG
271
Zullo Investment Group
Pennsylvania
$7K – – –
PFBT
272
Parkside Financial Bank & Trust
Missouri
$6K – – –
MassMutual Private Wealth & Trust
273
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.05K +20 +20%
BIA
274
Bell Investment Advisors
California
$6K +$3.67K +70 +140%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$6K +$5.76K +110 New