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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modern Wealth Management
Kansas
$576K +$647K +39,903 New
AF
577
Advisornet Financial
Minnesota
$571K +$84.3K +5,200 +15%
HFM
578
Harvest Fund Management
China
$553K -$1.03M -63,728 -62%
BC
579
Bridgefront Capital
Texas
$551K -$746K -45,998 -55%
William Blair & Company
580
William Blair & Company
Illinois
$546K -$113K -7,000 -16%
BFG
581
Bleakley Financial Group
New Jersey
$545K -$8.19K -505 -1%
DAS
582
Diversify Advisory Services
Utah
$544K -$145K -8,963 -19%
FP
583
Financial Perspectives
Minnesota
$542K – – –
BTI
584
Blue Trust Inc
Georgia
$538K -$25.5K -1,572 -4%
TSS
585
Two Sigma Securities
New York
$534K -$97.5K -6,015 -14%
PWMA
586
Pension & Wealth Management Advisors
Massachusetts
$529K -$38.8K -2,395 -6%
HI
587
Harbour Investments
Wisconsin
$517K -$21.1K -1,300 -3%
NA
588
NewEdge Advisors
Louisiana
$512K -$384K -23,694 -40%
LSA
589
Leonteq Securities AG
Switzerland
$505K -$516K -31,855 -48%
LIM
590
Leavell Investment Management
Alabama
$501K +$59.5K +3,673 +12%
AWS
591
Arkfeld Wealth Strategies
Nebraska
$488K -$24.3K -1,500 -5%
VCA
592
Verdence Capital Advisors
Maryland
$487K -$67.6K -4,173 -11%
MIA
593
MMBG Investment Advisors
Florida
$484K -$124K -7,652 -19%
ECM
594
Evergreen Capital Management
Washington
$470K -$6.66K -411 -1%
US Bancorp
595
US Bancorp
Minnesota
$459K -$3.05M -187,925 -85%
WA
596
Wealth Alliance
New York
$456K +$187K +11,522 +57%
AP
597
Americana Partners
Texas
$456K -$259K -15,979 -34%
GC
598
Granville Capital
North Carolina
$452K – – –
FA
599
FDx Advisors
Illinois
$439K +$495K +30,558 New
SC
600
Solstein Capital
California
$437K – – –