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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
A
176
AlphaQuest
New York
$1.16K +$1.03K +15 New
CI Investments Inc
177
CI Investments Inc
Ontario, Canada
$1K – – –
HWM
178
Hemington Wealth Management
Virginia
$1K +$1.44K +21 New
PFBT
179
Parkside Financial Bank & Trust
Missouri
$930 – – –
VWA
180
Valued Wealth Advisors
Utah
$775 – – –
PWMG
181
Prestige Wealth Management Group
New Jersey
$620 – – –
NA
182
NewEdge Advisors
Louisiana
$542 – – –
DPW
183
DiNuzzo Private Wealth
Pennsylvania
$465 – – –
FFA
184
Farther Finance Advisors
California
$465 +$68 +1 +20%
VCM
185
Versant Capital Management
Arizona
$465 +$410 +6 New
ZB
186
Zions Bancorporation
Utah
$387 – – –
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$310 – – –
TSMHT
188
Thurston Springer Miller Herd & Titak
Indiana
$309 – – –
TWD
189
True Wealth Design
Ohio
$233 – – –
RTL
190
Red Tortoise LLC
Georgia
$232 – – –
KSB
191
Kennebec Savings Bank
Maine
$232 +$205 +3 New
IA
192
IFP Advisors
Florida
$155 -$1.71K -25 -93%
AssetMark Inc
193
AssetMark Inc
California
$155 +$137 +2 New
CA
194
Claris Advisors
Missouri
$155 +$137 +2 New
CFB
195
Cullen/Frost Bankers
Texas
$155 +$137 +2 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$155 +$137 +2 New
MCM
197
MV Capital Management
Maryland
$78 – – –
PWMG
198
Private Wealth Management Group
New Jersey
$78 – – –
Wellington Management Group
199
Wellington Management Group
Massachusetts
– -$4.3M -69,653 Closed
Charles Schwab
200
Charles Schwab
California
– -$2.77M -44,904 Closed