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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
651
EdgePoint Investment Group
Ontario, Canada
$217K – – –
CWP
652
Core Wealth Partners
California
$216K +$13.9K +1,000 +8%
SRL
653
Scientech Research LLC
New Jersey
$215K -$119K -8,520 -39%
AWAU
654
Alliance Wealth Advisors (Utah)
Utah
$214K -$73K -5,230 -28%
MSFS
655
Main Street Financial Solutions
Pennsylvania
$212K -$5.58K -400 -3%
MOS
656
MGO One Seven
Ohio
$211K +$19.9K +1,424 +12%
CG
657
Caprock Group
Idaho
$209K +$197K +14,135 New
WC
658
Wexford Capital
Florida
$208K +$181K +13,000 New
AIA
659
AssuredPartners Investment Advisors
Florida
$208K -$3.77K -270 -2%
WIA
660
World Investment Advisors
California
$207K +$1.59K +114 +0.9%
FW
661
FullCircle Wealth
Texas
$207K -$5.23K -375 -3%
DWM
662
Drive Wealth Management
Utah
$203K +$1.24K +89 +0.7%
ODG
663
O'Dell Group
Ohio
$201K +$175K +12,543 New
TWM
664
TriaGen Wealth Management
California
$200K – – –
SFS
665
Sowell Financial Services
Arkansas
$198K -$8.37K -600 -5%
C
666
Covestor
United Kingdom
$195K +$12.8K +919 +8%
NB
667
Norinchukin Bank
Japan
$193K +$169K +12,084 New
LFA
668
Legacy Financial Advisors
Kentucky
$190K +$165K +11,850 New
BPAMU
669
BTG Pactual Asset Management US
New York
$183K -$1.68M -120,703 -91%
SI
670
Stonekeep Investments
New Mexico
$181K – – –
RWM
671
Riverbend Wealth Management
South Carolina
$176K +$153K +11,000 New
SIC
672
Sage Investment Counsel
Tennessee
$176K +$153K +11,000 New
SRC
673
Shufro Rose & Co
New York
$175K – – –
RP
674
Regal Partners
Australia
$174K +$152K +10,875 New
WA
675
Wealth Alliance
New York
$174K +$151K +10,849 New
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