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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
476
Wisconsin Capital Management
Wisconsin
$908K – – –
BGDI
477
BW Gestao de Investimentos
Brazil
$902K +$910K +67,500 New
GCM
478
Greenland Capital Management
New York
$895K -$40.4K -3,000 -4%
FRA
479
Frank Rimerman Advisors
California
$887K -$428K -31,724 -32%
QCM
480
Qsemble Capital Management
New York
$884K -$690K -51,209 -44%
CFG
481
Citizens Financial Group
Rhode Island
$878K +$39K +2,897 +5%
MWC
482
MBM Wealth Consultants
Missouri
$863K +$149K +11,091 +21%
Prudential Financial
483
Prudential Financial
New Jersey
$856K -$1.1M -81,259 -55%
AG
484
AlTi Global
New York
$855K -$18.8K -1,396 -2%
Swedbank
485
Swedbank
Sweden
$848K +$855K +63,455 New
TCM
486
Triumph Capital Management
Colorado
$845K -$34.6K -2,565 -4%
DWM
487
Diversify Wealth Management
Utah
$841K +$49.1K +3,641 +7%
DAS
488
Diversify Advisory Services
Utah
$841K +$258K +19,124 +49%
COI
489
Connable Office Inc
Michigan
$820K -$13.3K -987 -2%
NAM
490
Nissay Asset Management
Japan
$809K -$3.1M -230,208 -79%
KIA
491
Knollwood Investment Advisory
Maryland
$799K – – –
PCIG
492
Partners Capital Investment Group
Massachusetts
$788K – – –
MF
493
Magnetar Financial
Illinois
$782K +$789K +58,519 New
VCP
494
Verus Capital Partners
Arizona
$776K +$138K +10,205 +21%
IAS
495
Insigneo Advisory Services
Florida
$770K +$111K +8,272 +17%
OIA
496
OneDigital Investment Advisors
Kansas
$769K -$284K -21,053 -27%
FP
497
Financial Perspectives
Minnesota
$769K +$267K +19,808 +53%
CIBC World Market
498
CIBC World Market
Ontario, Canada
$748K +$55.9K +4,147 +8%
UAS
499
United Asset Strategies
New York
$744K +$19.7K +1,465 +3%
SHGA
500
Sand Hill Global Advisors
California
$739K -$41.8K -3,099 -5%