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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
626
Sheets Smith Wealth Management
North Carolina
$374K – – –
AWA
627
Aaron Wealth Advisors
Illinois
$371K -$172K -10,603 -29%
P
628
&Partners
Tennessee
$371K +$21.1K +1,303 +5%
BWM
629
Bluebird Wealth Management
Massachusetts
$364K +$18K +1,112 +5%
VWM
630
Venturi Wealth Management
Texas
$360K -$10.6K -656 -3%
IP
631
Indivisible Partners
Florida
$360K -$1.65K -102 -0.4%
DI
632
DKRT Investments
$359K +$405K +25,000 New
SL
633
Siren LLC
Connecticut
$359K +$405K +25,000 New
CG
634
Caprock Group
Idaho
$359K -$124K -7,633 -23%
RIL
635
Rothschild Investment LLC
Illinois
$356K +$3.65K +225 +0.9%
EIG
636
EdgePoint Investment Group
Ontario, Canada
$352K +$122K +7,512 +44%
LCM
637
Legato Capital Management
California
$352K +$397K +24,491 New
GH
638
GAM Holding
Switzerland
$349K +$393K +24,273 New
EPA
639
Element Pointe Advisors
Florida
$348K – – –
BIG
640
Brooklyn Investment Group
New York
$341K +$121K +7,451 +46%
LIP
641
Lighthouse Investment Partners
Florida
$334K +$377K +23,238 New
OCM
642
Orion Capital Management
California
$329K -$16.2K -1,000 -4%
KFA
643
Krane Funds Advisors
New York
$328K +$100K +6,174 +37%
Toronto Dominion Bank
644
Toronto Dominion Bank
Ontario, Canada
$326K +$179K +11,021 +95%
Allspring Global Investments
645
Allspring Global Investments
North Carolina
$325K -$4.98K -307 -1%
WP
646
Westmount Partners
California
$321K – – –
CPA
647
Capital Performance Advisors
California
$320K +$49K +3,023 +16%
PWM
648
Perigon Wealth Management
California
$316K +$4.85K +299 +1%
AWM
649
Apollon Wealth Management
South Carolina
$314K -$117K -7,232 -25%
BCM
650
Barometer Capital Management
Ontario, Canada
$310K +$350K +21,600 New