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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
BIT Capital
Germany
$463K +$11.3K +942 +3%
MFG
527
Merit Financial Group
Georgia
$455K +$186K +15,542 +88%
CWM
528
Congress Wealth Management
Massachusetts
$453K +$396K +33,045 New
CM
529
Caption Management
Oklahoma
$451K -$2.54M -212,100 -87%
JCM
530
J2 Capital Management
Michigan
$451K +$393K +32,844 New
FA
531
FDx Advisors
Illinois
$450K -$15.7K -1,314 -4%
GWM
532
Gibbs Wealth Management
Georgia
$444K +$70.8K +5,915 +22%
PCM
533
Ping Capital Management
New York
$440K -$2.4K -200 -0.6%
AWS
534
Atria Wealth Solutions
New York
$433K +$189K +15,801 +100%
BTI
535
Blue Trust Inc
Georgia
$433K +$30.2K +2,524 +9%
DWM
536
Dakota Wealth Management
Florida
$430K +$14.1K +1,180 +4%
NL
537
NWAM LLC
Washington
$423K -$68.3K -5,700 -14%
CCM
538
Coldstream Capital Management
Washington
$421K +$105K +8,735 +40%
SC
539
Solstein Capital
California
$417K
GCP
540
GSA Capital Partners
United Kingdom
$410K -$156K -13,052 -30%
WJWM
541
Williams Jones Wealth Management
New York
$407K +$356K +29,700 New
TWM
542
Tradition Wealth Management
Minnesota
$406K +$30.7K +2,562 +9%
IWC
543
Integrated Wealth Concepts
Massachusetts
$404K +$35.9K +2,995 +11%
CIS
544
Custom Index Systems
New York
$403K +$49.8K +4,160 +16%
HTC
545
Hershey Trust Company
Pennsylvania
$399K -$5.99M -500,018 -95%
DFCM
546
Dark Forest Capital Management
Puerto Rico
$392K -$1.2M -100,082 -78%
AGM
547
Alpine Global Management
New York
$389K +$339K +28,350 New
LIM
548
Leavell Investment Management
Alabama
$386K +$40.4K +3,375 +14%
LI
549
LRI Investments
Florida
$379K +$170K +14,164 +105%
William Blair & Company
550
William Blair & Company
Illinois
$375K -$599 -50 -0.2%