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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
176
Root Financial Partners
California
$907 -$1.12K -21 -54%
GSWM
177
Golden State Wealth Management
California
$877 – – –
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$857 -$33.4K -628 -97%
PFBT
179
Parkside Financial Bank & Trust
Missouri
$757 -$213 -4 -21%
SFM
180
Systematic Financial Management
New Jersey
$756 -$60K -1,127 -99%
OP
181
ORG Partners
Indiana
$756 +$798 +15 New
TFA
182
Transamerica Financial Advisors
Florida
$706 +$638 +12 +600%
Brown Brothers Harriman & Co
183
Brown Brothers Harriman & Co
New York
$555 – – –
CPG
184
Cornerstone Planning Group
New Jersey
$506 -$15.2K -285 -97%
Huntington National Bank
185
Huntington National Bank
Ohio
$504 +$532 +10 New
PWMG
186
Prestige Wealth Management Group
New Jersey
$404 – – –
AssetMark Inc
187
AssetMark Inc
California
$403 -$958 -18 -69%
WA
188
Westfuller Advisors
New York
$353 – – –
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$303 – – –
SFCL
190
Strengthening Families & Communities LLC
Massachusetts
$302 +$319 +6 New
BIA
191
Bell Investment Advisors
California
$253 -$958 -18 -78%
ZBNA
192
Zions Bancorporation, National Association
Utah
$252 – – –
Harbour Investments
193
Harbour Investments
Wisconsin
$151 -$638 -12 -80%
KSB
194
Kennebec Savings Bank
Maine
$151 – – –
RTL
195
Red Tortoise LLC
Georgia
$151 – – –
KFAS
196
Keating Financial Advisory Services
Kansas
$151 +$160 +3 New
IFP Advisors
197
IFP Advisors
Florida
$101 -$213 -4 -67%
SBI Securities
198
SBI Securities
Japan
$101 -$213 -4 -67%
BHWM
199
Bay Harbor Wealth Management
Maryland
$100 – – –
S
200
Sachetta
Massachusetts
$51 – – –