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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
501
Segall Bryant & Hamill
Illinois
$299K
BTI
502
Blue Trust Inc
Georgia
$297K +$85.9K +7,267 +33%
JF
503
Jump Financial
Illinois
$296K -$2.85M -240,912 -89%
PAS
504
Park Avenue Securities
New York
$295K -$33.9K -2,869 -9%
William Blair & Company
505
William Blair & Company
Illinois
$280K -$161K -13,662 -33%
TWM
506
Tradition Wealth Management
Minnesota
$277K +$140K +11,813 +78%
AP
507
Americana Partners
Texas
$277K +$66.2K +5,602 +26%
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$276K -$624K -52,788 -66%
WG
509
Winton Group
United Kingdom
$275K +$317K +26,824 New
VNIM
510
Vaughan Nelson Investment Management
Texas
$272K -$3.1M -262,505 -91%
IWC
511
Integrated Wealth Concepts
Massachusetts
$271K -$381K -32,231 -55%
GWM
512
Gibbs Wealth Management
Georgia
$270K +$120K +10,122 +62%
DC
513
Davenport & Co
Virginia
$266K +$5.91K +500 +2%
SA
514
Sanctuary Advisors
Indiana
$265K +$5.35K +453 +2%
AT
515
AMF Tjänstepension
Sweden
$262K +$303K +25,603 New
CIS
516
Custom Index Systems
New York
$258K +$298K +25,242 New
LIM
517
Leavell Investment Management
Alabama
$254K +$293K +24,790 New
AWM
518
Apollon Wealth Management
South Carolina
$251K +$290K +24,552 New
SMA
519
Seven Mile Advisory
New Jersey
$251K +$721 +61 +0.2%
HWM
520
HB Wealth Management
Georgia
$250K +$80.2K +6,782 +38%
CM
521
Cercano Management
Washington
$249K
BS
522
Banco Santander
Spain
$246K +$59.2K +5,006 +26%
LFG
523
Larson Financial Group
Missouri
$242K +$262K +22,133 +1,433%
CAM
524
Cresset Asset Management
Illinois
$241K -$194K -16,454 -41%
VWM
525
Venturi Wealth Management
Texas
$239K +$55.8K +4,725 +25%