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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Covestor
United Kingdom
$5K +$548 +10 +14%
PIM
177
Plato Investment Management
Australia
$4.68K +$3.95K +72 New
BAM
178
Bellevue Asset Management
Washington
$3.99K +$3.35K +61 New
SAM
179
Smartleaf Asset Management
Massachusetts
$2.75K – – –
DSC
180
Daytona Street Capital
Missouri
$2.7K – – –
PWAM
181
Private Wealth Asset Management
Iowa
$2.36K – – –
AF
182
Advisornet Financial
Minnesota
$1.64K – – –
CA
183
Crewe Advisors
Utah
$1.64K – – –
JWA
184
JFS Wealth Advisors
Pennsylvania
$1.44K +$494 +9 +69%
PWPS
185
Pinnacle Wealth Planning Services
Ohio
$1.37K – – –
FFO
186
Fortitude Family Office
Arizona
$1.37K +$439 +8 +62%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$1.31K – – –
QC
188
Quent Capital
New York
$1.25K +$1.04K +19 New
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$1.24K -$91.6K -1,670 -99%
SWM
190
Spire Wealth Management
Virginia
$1.14K -$2.47K -45 -73%
GSWM
191
Golden State Wealth Management
California
$1.14K – – –
SFM
192
Systematic Financial Management
New Jersey
$982 – – –
APFP
193
Action Point Financial Planning
Michigan
$981 +$878 +16 New
CA
194
Clearstead Advisors
Ohio
$786 +$658 +12 New
SGFG
195
Silver Grove Financial Group
New York
$785 +$658 +12 New
Simplex Trading
196
Simplex Trading
Illinois
$719 +$603 +11 New
PWMG
197
Prestige Wealth Management Group
New Jersey
$524 – – –
HIA
198
HFM Investment Advisors
New Jersey
$524 +$274 +5 +167%
KFAS
199
Keating Financial Advisory Services
Kansas
$524 +$439 +8 New
Optiver Holding
200
Optiver Holding
Netherlands
$524 +$439 +8 New