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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
551
HB Wealth Management
Georgia
$695K +$230K +14,189 +42%
VCP
552
Verus Capital Partners
Arizona
$689K +$149K +9,215 +24%
HCPC
553
Hamilton Capital Partners (Canada)
$687K +$409K +25,209 +112%
MLM
554
Mount Lucas Management
Pennsylvania
$677K – – –
PCS
555
Personal CFO Solutions
New Jersey
$676K +$81 +5 +0%
PHS
556
Pekin Hardy Strauss
Illinois
$673K +$132K +8,150 +21%
MCM
557
MAI Capital Management
Ohio
$659K +$154K +9,483 +26%
SA
558
Sanctuary Advisors
Indiana
$655K -$27.8K -1,714 -4%
DWM
559
Dakota Wealth Management
Florida
$654K +$738K +45,522 New
IWC
560
Integrated Wealth Concepts
Massachusetts
$650K +$391K +24,146 +115%
FC
561
Fore Capital
New York
$647K +$162K +10,000 +29%
SP
562
SIH Partners
Delaware
$646K +$728K +44,936 New
CMTU
563
Capital Markets Trading (UK)
United Kingdom
$627K +$707K +43,649 New
JCM
564
J2 Capital Management
Michigan
$627K +$156K +9,638 +28%
SYBT
565
Stock Yards Bank & Trust
Kentucky
$626K +$706K +43,550 New
CAM
566
Cresset Asset Management
Illinois
$624K +$303K +18,674 +75%
CFM
567
Catalyst Funds Management
Australia
$624K +$703K +43,397 New
ECM
568
ExodusPoint Capital Management
New York
$623K -$183K -11,263 -21%
LNWTC
569
Laird Norton Wetherby Trust Company
Washington
$606K -$2.25M -139,035 -77%
MFG
570
Merit Financial Group
Georgia
$603K -$365K -22,519 -35%
LMFP
571
Larry Mathis Financial Planning
Arizona
$597K -$25.2K -1,557 -4%
PWC
572
Pathfinder Wealth Consulting
North Carolina
$595K – – –
KAS
573
Kestra Advisory Services
Texas
$591K -$557K -34,376 -46%
MWM
574
Modern Wealth Management
Kansas
$576K +$647K +39,903 New
AF
575
Advisornet Financial
Minnesota
$571K +$84.3K +5,200 +15%
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