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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
NVIM
551
New Vernon Investment Management
Illinois
$709K – – –
PAS
552
Park Avenue Securities
New York
$698K +$16K +985 +2%
HWM
553
HB Wealth Management
Georgia
$695K +$230K +14,189 +42%
VCP
554
Verus Capital Partners
Arizona
$689K +$149K +9,215 +24%
HCPC
555
Hamilton Capital Partners (Canada)
$687K +$409K +25,209 +112%
MLM
556
Mount Lucas Management
Pennsylvania
$677K – – –
PCS
557
Personal CFO Solutions
New Jersey
$676K +$81 +5 +0%
PHS
558
Pekin Hardy Strauss
Illinois
$673K +$132K +8,150 +21%
MCM
559
MAI Capital Management
Ohio
$659K +$154K +9,483 +26%
SA
560
Sanctuary Advisors
Indiana
$655K -$27.8K -1,714 -4%
DWM
561
Dakota Wealth Management
Florida
$654K +$738K +45,522 New
IWC
562
Integrated Wealth Concepts
Massachusetts
$650K +$391K +24,146 +115%
FC
563
Fore Capital
New York
$647K +$162K +10,000 +29%
SP
564
SIH Partners
Delaware
$646K +$728K +44,936 New
CMTU
565
Capital Markets Trading (UK)
United Kingdom
$627K +$707K +43,649 New
JCM
566
J2 Capital Management
Michigan
$627K +$156K +9,638 +28%
SYBT
567
Stock Yards Bank & Trust
Kentucky
$626K +$706K +43,550 New
CAM
568
Cresset Asset Management
Illinois
$624K +$303K +18,674 +75%
CFM
569
Catalyst Funds Management
Australia
$624K +$703K +43,397 New
ECM
570
ExodusPoint Capital Management
New York
$623K -$183K -11,263 -21%
LNWTC
571
Laird Norton Wetherby Trust Company
Washington
$606K -$2.25M -139,035 -77%
MFG
572
Merit Financial Group
Georgia
$603K -$365K -22,519 -35%
LMFP
573
Larry Mathis Financial Planning
Arizona
$597K -$25.2K -1,557 -4%
PWC
574
Pathfinder Wealth Consulting
North Carolina
$595K – – –
KAS
575
Kestra Advisory Services
Texas
$591K -$557K -34,376 -46%
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