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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
501
Pilgrim Partners Asia
Singapore
$1.02M
WJWM
502
Williams Jones Wealth Management
New York
$1.02M +$325K +20,060 +40%
EAM
503
Eschler Asset Management
United Kingdom
$1.01M
GCM
504
Greenland Capital Management
New York
$1.01M +$138K +8,500 +14%
AA
505
Altrafin AG
$1.01M +$1.13M +70,000 New
Truist Financial
506
Truist Financial
North Carolina
$1M -$54.6K -3,366 -5%
LB
507
Legacy Bridge
Iowa
$1,000K +$19.4K +1,200 +2%
SWM
508
Salvus Wealth Management
New Jersey
$999K
EI
509
Ethic Inc
New York
$997K +$29.6K +1,826 +3%
RAM
510
Redmond Asset Management
Virginia
$995K +$1.12M +69,251 New
Vontobel Holding
511
Vontobel Holding
Switzerland
$991K -$1.19M -73,432 -52%
VAS
512
Vestmark Advisory Solutions
Massachusetts
$985K -$34.6K -2,134 -3%
WCM
513
Wisconsin Capital Management
Wisconsin
$976K -$5.74K -354 -0.5%
PAP
514
Persistent Asset Partners
Hong Kong
$965K +$1.09M +67,164 New
TCM
515
Triumph Capital Management
Colorado
$946K -$75.5K -4,657 -7%
AG
516
AlTi Global
New York
$940K +$20.7K +1,275 +2%
SOW
517
State of Wyoming
Wyoming
$905K +$144K +8,889 +16%
SIA
518
SkyView Investment Advisors
New Jersey
$905K +$7.26K +448 +0.7%
CFG
519
Citizens Financial Group
Rhode Island
$903K -$114K -7,005 -10%
RFC
520
Regions Financial Corp
Alabama
$900K -$28.8K -1,774 -3%
COI
521
Connable Office Inc
Michigan
$896K +$31.4K +1,937 +3%
BAM
522
Belpointe Asset Management
Nevada
$874K -$739K -45,568 -43%
QCG
523
Quadrant Capital Group
Ohio
$873K +$11.5K +709 +1%
EH
524
Equitable Holdings
New York
$870K +$342K +21,078 +68%
KIA
525
Knollwood Investment Advisory
Maryland
$859K