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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
201
DiNuzzo Private Wealth
Pennsylvania
$459 +$55 +1 +17%
WA
202
Westfuller Advisors
New York
$458 – – –
CCMI
203
Creative Capital Management Investments
California
$458 +$384 +7 New
LF
204
LifeSteps Financial
California
$458 +$384 +7 New
SFCL
205
Strengthening Families & Communities LLC
Massachusetts
$393 – – –
CT
206
Clearstead Trust
Maine
$393 +$329 +6 New
IPS
207
Investors Portfolio Services
Washington
$393 +$329 +6 New
BIA
208
Bell Investment Advisors
California
$328 – – –
ZBNA
209
Zions Bancorporation, National Association
Utah
$327 – – –
BCWM
210
Bartlett & Co Wealth Management
Ohio
$196 – – –
HI
211
Harbour Investments
Wisconsin
$196 – – –
KSB
212
Kennebec Savings Bank
Maine
$196 – – –
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$196 – – –
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$196 +$55 +1 +50%
LWM
215
Lodestone Wealth Management
Washington
$131 -$1.15K -21 -91%
AWM
216
Activest Wealth Management
Florida
$131 – – –
SS
217
SBI Securities
Japan
$131 – – –
BHWM
218
Bay Harbor Wealth Management
Maryland
$131 +$55 +1 +100%
RWM
219
Rialto Wealth Management
New York
$131 +$110 +2 New
DF
220
DecisionPoint Financial
Arizona
$67 +$55 +1 New
PWMG
221
Private Wealth Management Group
New Jersey
$66 – – –
S
222
Sachetta
Massachusetts
$66 +$55 +1 New
IA
223
IFP Advisors
Florida
$65 -$55 -1 -50%
LI
224
LRI Investments
Florida
$65 +$55 +1 New
SCA
225
Southpoint Capital Advisors
New York
– -$17.3M -362,000 Closed