We are live on ! Find out more
NU icon

Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
526
Partners Capital Investment Group
Massachusetts
$848K
SHGA
527
Sand Hill Global Advisors
California
$839K
BAM
528
Blueshift Asset Management
New Jersey
$828K +$933K +57,592 New
TWM
529
Tradition Wealth Management
Minnesota
$815K +$47.1K +2,905 +5%
NW
530
NewEdge Wealth
Pennsylvania
$799K -$190K -11,731 -17%
SFO
531
Stokes Family Office
Louisiana
$791K
STA
532
Summit Trail Advisors
New York
$782K +$103K +6,356 +13%
UAS
533
United Asset Strategies
New York
$779K +$13.6K +837 +2%
CWG
534
Cornerstone Wealth Group
North Carolina
$774K -$4.78K -295 -0.6%
MWC
535
MBM Wealth Consultants
Missouri
$768K +$51.7K +3,192 +6%
DWM
536
Diversify Wealth Management
Utah
$761K +$879K +54,225 New
WPC
537
Wedmont Private Capital
Pennsylvania
$757K -$46.5K -2,869 -5%
CS
538
Clear Street
New York
$755K +$41.2K +2,542 +5%
AFG
539
Atomi Financial Group
New York
$751K -$243K -14,989 -22%
CIBC World Market
540
CIBC World Market
Ontario, Canada
$745K +$32K +1,972 +4%
MC
541
Machina Capital
France
$742K +$185K +11,406 +28%
HC
542
Henshaw Capital
Massachusetts
$739K
RAM
543
Ramirez Asset Management
New York
$729K +$816K +50,348 New
FPAS
544
Focus Partners Advisor Solutions
Missouri
$720K +$854K +52,691 New
LWAM
545
Legacy Wealth Asset Management
Minnesota
$716K +$6.19K +382 +0.8%
HS
546
HighVista Strategies
Massachusetts
$712K -$211K -13,000 -21%
IA
547
IFP Advisors
Florida
$710K -$9.63K -594 -1%
IAS
548
Insigneo Advisory Services
Florida
$709K +$248K +15,311 +45%
NVIM
549
New Vernon Investment Management
Illinois
$709K
PAS
550
Park Avenue Securities
New York
$698K +$16K +985 +2%