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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
EH
526
Equitable Holdings
New York
$870K +$342K +21,078 +68%
KIA
527
Knollwood Investment Advisory
Maryland
$859K – – –
PCIG
528
Partners Capital Investment Group
Massachusetts
$848K – – –
SHGA
529
Sand Hill Global Advisors
California
$839K – – –
BAM
530
Blueshift Asset Management
New Jersey
$828K +$933K +57,592 New
TWM
531
Tradition Wealth Management
Minnesota
$815K +$47.1K +2,905 +5%
NW
532
NewEdge Wealth
Pennsylvania
$799K -$190K -11,731 -17%
SFO
533
Stokes Family Office
Louisiana
$791K – – –
STA
534
Summit Trail Advisors
New York
$782K +$103K +6,356 +13%
UAS
535
United Asset Strategies
New York
$779K +$13.6K +837 +2%
CWG
536
Cornerstone Wealth Group
North Carolina
$774K -$4.78K -295 -0.6%
MWC
537
MBM Wealth Consultants
Missouri
$768K +$51.7K +3,192 +6%
DWM
538
Diversify Wealth Management
Utah
$761K +$879K +54,225 New
WPC
539
Wedmont Private Capital
Pennsylvania
$757K -$46.5K -2,869 -5%
CS
540
Clear Street
New York
$755K +$41.2K +2,542 +5%
AFG
541
Atomi Financial Group
New York
$751K -$243K -14,989 -22%
CIBC World Market
542
CIBC World Market
Ontario, Canada
$745K +$32K +1,972 +4%
MC
543
Machina Capital
France
$742K +$185K +11,406 +28%
HC
544
Henshaw Capital
Massachusetts
$739K – – –
RAM
545
Ramirez Asset Management
New York
$729K +$816K +50,348 New
FPAS
546
Focus Partners Advisor Solutions
Missouri
$720K +$854K +52,691 New
LWAM
547
Legacy Wealth Asset Management
Minnesota
$716K +$6.19K +382 +0.8%
HS
548
HighVista Strategies
Massachusetts
$712K -$211K -13,000 -21%
IA
549
IFP Advisors
Florida
$710K -$9.63K -594 -1%
IAS
550
Insigneo Advisory Services
Florida
$709K +$248K +15,311 +45%