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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$787K -$392K -29,500 -28%
FRA
377
Frank Rimerman Advisors
California
$779K – – –
VEA
378
Virtus ETF Advisers
New York
$770K +$39.7K +2,987 +4%
MCI
379
MRP Capital Investments
Georgia
$763K -$72.5K -5,450 -7%
OIA
380
OneDigital Investment Advisors
Kansas
$760K +$623K +46,849 +177%
II
381
IFM Investors
Australia
$759K -$369K -27,747 -27%
VA
382
Vident Advisory
Georgia
$756K +$702K +52,804 +262%
CL
383
Choreo LLC
Illinois
$753K -$228K -17,176 -20%
MCC
384
Malaga Cove Capital
California
$744K +$650K +48,901 +213%
JSAM
385
J. Safra Asset Management
New York
$742K +$230K +17,299 +33%
COI
386
Connable Office Inc
Michigan
$741K -$252K -18,970 -21%
NW
387
NewEdge Wealth
Pennsylvania
$738K +$22.5K +1,690 +2%
LAS
388
LWM Advisory Services
Florida
$719K – – –
QT
389
Quantbot Technologies
New York
$713K -$1.69M -126,926 -65%
SWM
390
Salvus Wealth Management
New Jersey
$694K – – –
LP
391
LMR Partners
United Kingdom
$685K +$880K +66,159 New
CFG
392
Citizens Financial Group
Rhode Island
$685K -$16.2K -1,220 -2%
LB
393
Legacy Bridge
Iowa
$682K – – –
ASN
394
Advisory Services Network
Georgia
$678K +$143K +10,782 +20%
EA
395
Emerald Advisers
Pennsylvania
$669K +$139K +10,481 +19%
DFCM
396
Dark Forest Capital Management
Puerto Rico
$662K +$558K +41,951 +191%
SHGA
397
Sand Hill Global Advisors
California
$662K -$18.7K -1,408 -2%
OMC
398
Old Mission Capital
Illinois
$662K +$850K +63,876 New
IA
399
IFP Advisors
Florida
$660K +$271K +20,385 +47%
HI
400
Harbour Investments
Wisconsin
$656K +$54.1K +4,069 +7%
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16
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