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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
SOW
301
State of Wyoming
Wyoming
$37K +$720 +10 +2%
FHA
302
First Horizon Advisors
Tennessee
$35K – – –
FF
303
FourThought Financial
Florida
$24K – – –
PCG
304
Private Capital Group
Connecticut
$24K – – –
UB
305
UMB Bank
Missouri
$22K +$21.6K +300 New
CIA
306
Cascade Investment Advisors
Oregon
$18.2K – – –
SWM
307
Spire Wealth Management
Virginia
$17K – – –
LSA
308
Leonteq Securities AG
Switzerland
$13.8K -$41.8K -580 -75%
SWA
309
SOA Wealth Advisors
New York
$13K – – –
OA
310
Operose Advisors
Wisconsin
$13K +$13K +180 New
LC
311
Lindbrook Capital
California
$12K – – –
HI
312
Harbour Investments
Wisconsin
$10K -$3.6K -50 -26%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
PWMG
314
Prestige Wealth Management Group
New Jersey
$10K – – –
C
315
Covestor
United Kingdom
$9K +$8.64K +120 New
ZIG
316
Zullo Investment Group
Pennsylvania
$9K +$9.36K +130 New
OAJ
317
Ogorek Anthony Joseph
New York
$7K – – –
PFBT
318
Parkside Financial Bank & Trust
Missouri
$7K – – –
ZB
319
Zions Bancorporation
Utah
$7K – – –
S
320
Surevest
California
$7K +$6.48K +90 New
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
MFAM
322
Motley Fool Asset Management
Virginia
$6K +$5.76K +80 New
BIA
323
Bell Investment Advisors
California
$5K – – –
EARNEST Partners
324
EARNEST Partners
Georgia
$4K – – –
QCG
325
Quadrant Capital Group
Ohio
$4K – – –