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U-Haul Holding Co

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
201
Global Financial Private Client
Florida
$261 +$208 +3 +300%
KSB
202
Kennebec Savings Bank
Maine
$196 – – –
RTL
203
Red Tortoise LLC
Georgia
$196 – – –
AssetMark Inc
204
AssetMark Inc
California
$196 +$69 +1 +50%
S
205
Sachetta
Massachusetts
$66 -$762 -11 -92%
MCM
206
MV Capital Management
Maryland
$66 – – –
PWMG
207
Private Wealth Management Group
New Jersey
$66 – – –
HIA
208
HFM Investment Advisors
New Jersey
$66 +$69 +1 New
PWM
209
Parkworth Wealth Management
California
$65 – – –
BHWM
210
Bay Harbor Wealth Management
Maryland
$65 +$69 +1 New
Lord, Abbett & Co
211
Lord, Abbett & Co
New Jersey
– -$20.7M -300,000 Closed
Marshall Wace
212
Marshall Wace
United Kingdom
– -$1.78M -25,754 Closed
VCM
213
Vision Capital Management
Oregon
– -$1.71M -24,698 Closed
GCP
214
GSA Capital Partners
United Kingdom
– -$1.03M -14,948 Closed
UBS AM
215
UBS AM
Illinois
– -$492K -7,124 Closed
PAIM
216
Punch & Associates Investment Management
Minnesota
– -$461K -6,671 Closed
CCA
217
Childress Capital Advisors
Texas
– -$415K -6,000 Closed
FC
218
Farringdon Capital
United Kingdom
– -$333K -4,823 Closed
DT
219
Diversified Trust
Tennessee
– -$278K -4,025 Closed
AI
220
Atom Investors
Texas
– -$267K -3,869 Closed
OL
221
Optas LLC
Texas
– -$219K -3,174 Closed
IFWM
222
Institute for Wealth Management
Colorado
– -$208K -3,008 Closed
ACM
223
Aster Capital Management
United Arab Emirates
– -$207K -2,990 Closed
VI
224
Vestcor Inc
New Brunswick, Canada
– -$7K -96 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$4K -52 Closed