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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
451
Integrated Wealth Concepts
Massachusetts
$344K -$11.4K -845 -3%
VWM
452
Venturi Wealth Management
Texas
$336K +$146K +10,884 +79%
WPC
453
Wedmont Private Capital
Pennsylvania
$334K +$35K +2,600 +11%
RS
454
Rakuten Securities
Japan
$327K -$238K -17,674 -42%
AGP
455
Autumn Glory Partners
Texas
$325K +$319K +23,687 New
OAM
456
Oppenheimer Asset Management
New York
$315K +$36.3K +2,695 +13%
MCC
457
Malaga Cove Capital
California
$313K +$309K +22,946 New
AF
458
Advisornet Financial
Minnesota
$313K +$54.7K +4,067 +22%
CA
459
Claro Advisors
Massachusetts
$310K -$6.08K -452 -2%
CM
460
Cercano Management
Washington
$304K +$300K +22,307 New
OQS
461
Occudo Quantitative Strategies
Florida
$304K -$121K -9,025 -29%
OC
462
Oppenheimer & Co
New York
$303K +$92.7K +6,891 +45%
KFA
463
Krane Funds Advisors
New York
$301K +$297K +22,052 New
DAM
464
Delta Asset Management
Tennessee
$300K – – –
DFCM
465
Dark Forest Capital Management
Puerto Rico
$300K +$296K +21,986 New
SPIA
466
Steward Partners Investment Advisory
New York
$295K -$242K -18,001 -45%
MFIM
467
Mesirow Financial Investment Management
Illinois
$291K – – –
EWM
468
Empirical Wealth Management
Washington
$290K +$97.2K +7,223 +52%
KWM
469
Kolinsky Wealth Management
New Jersey
$288K +$284K +21,087 New
BS
470
Banco Santander
Spain
$284K – – –
PWPS
471
Pinnacle Wealth Planning Services
Ohio
$277K +$16.1K +1,200 +6%
EC
472
EntryPoint Capital
New York
$275K +$202K +15,027 +292%
VA
473
Vident Advisory
Georgia
$275K -$76.4K -5,682 -22%
PAS
474
Park Avenue Securities
New York
$274K -$139K -10,301 -34%
TCM
475
Triumph Capital Management
Colorado
$271K -$132K -9,844 -33%
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