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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Concurrent Investment Advisors
Florida
$600K +$514K +50,298 New
BNP Paribas Asset Management
352
BNP Paribas Asset Management
France
$597K +$511K +50,000 New
MCP
353
Maso Capital Partners
Hong Kong
$597K +$511K +50,000 New
AWS
354
Arkfeld Wealth Strategies
Nebraska
$596K +$526K +51,545 New
CAM
355
Cresset Asset Management
Illinois
$592K +$196K +19,151 +63%
CCP
356
Clough Capital Partners
Massachusetts
$584K +$21K +2,058 +4%
PCM
357
Prelude Capital Management
New York
$579K -$441K -43,191 -47%
Handelsbanken Fonder
358
Handelsbanken Fonder
Sweden
$577K – – –
EWA
359
Exencial Wealth Advisors
Oklahoma
$561K +$481K +47,066 New
FA
360
FDx Advisors
Illinois
$547K +$341K +33,347 +268%
CWM
361
CIBC World Markets
New York
$547K +$468K +45,811 New
N
362
Natixis
France
$542K +$464K +45,412 New
DWM
363
Dakota Wealth Management
Florida
$537K +$460K +45,005 New
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$522K -$70.7K -6,924 -14%
MC
365
Machina Capital
France
$514K +$249K +24,348 +130%
MG
366
Marex Group
$513K +$439K +43,000 New
OQS
367
Occudo Quantitative Strategies
Florida
$512K +$233K +22,860 +114%
SWS
368
SYSTM Wealth Solutions
Illinois
$501K +$419K +41,019 +4,309%
PWS
369
Precision Wealth Strategies
Missouri
$495K +$13.3K +1,303 +3%
JFG
370
Jefferies Financial Group
New York
$477K +$408K +40,000 New
LNC
371
Lincoln National Corp
Pennsylvania
$477K -$3.52K -345 -0.9%
Vontobel Holding
372
Vontobel Holding
Switzerland
$468K -$309K -30,271 -44%
FAIM
373
Financial Advocates Investment Management
Washington
$467K +$400K +39,141 New
IIA
374
IPG Investment Advisors
California
$466K -$3.35K -328 -0.8%
GCM
375
Greenland Capital Management
New York
$466K +$399K +39,035 New