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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$957 +$256 +5 +33%
GSWM
177
Golden State Wealth Management
California
$832 – – –
SFM
178
Systematic Financial Management
New Jersey
$717 – – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$622 -$666 -13 -50%
FFO
180
Fortitude Family Office
Arizona
$621 +$666 +13 New
Brown Brothers Harriman & Co
181
Brown Brothers Harriman & Co
New York
$526 – – –
PWMG
182
Prestige Wealth Management Group
New Jersey
$383 – – –
CIAM
183
Caitong International Asset Management
Hong Kong
$382 +$410 +8 New
WA
184
Westfuller Advisors
New York
$334 – – –
DPW
185
DiNuzzo Private Wealth
Pennsylvania
$287 – – –
SFCL
186
Strengthening Families & Communities LLC
Massachusetts
$287 – – –
BIA
187
Bell Investment Advisors
California
$239 – – –
ZBNA
188
Zions Bancorporation, National Association
Utah
$239 – – –
Bartlett & Co Wealth Management
189
Bartlett & Co Wealth Management
Ohio
$151 +$154 +3 New
MassMutual Private Wealth & Trust
190
MassMutual Private Wealth & Trust
Connecticut
$143 -$1.95K -38 -93%
Harbour Investments
191
Harbour Investments
Wisconsin
$143 – – –
KSB
192
Kennebec Savings Bank
Maine
$143 – – –
RTL
193
Red Tortoise LLC
Georgia
$143 – – –
HIA
194
HFM Investment Advisors
New Jersey
$143 +$154 +3 New
O'Shaughnessy Asset Management
195
O'Shaughnessy Asset Management
Connecticut
$96 -$2.15K -42 -95%
IFP Advisors
196
IFP Advisors
Florida
$96 – – –
SBI Securities
197
SBI Securities
Japan
$96 – – –
AWM
198
Activest Wealth Management
Florida
$96 +$103 +2 New
PWMG
199
Private Wealth Management Group
New Jersey
$48 -$1.69K -33 -97%
CW
200
Curio Wealth
Maryland
$48 +$51 +1 New