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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
676
Private Wealth Partners
California
$186K – – –
DADC
677
D.A. Davidson & Co
Montana
$184K – – –
AAIS
678
ABN AMRO Investment Solutions
$183K -$1.45M -107,400 -89%
OAC
679
OMERS Administration Corp
Ontario, Canada
$181K – – –
VWM
680
Venturi Wealth Management
Texas
$180K -$156K -11,579 -46%
PCM
681
Princeton Capital Management
New Jersey
$177K -$19.9K -1,480 -10%
EI
682
EFG International
$174K +$45.2K +3,350 +35%
WA
683
Waverly Advisors
Alabama
$173K +$10.6K +783 +6%
TWM
684
Trueblood Wealth Management
Ohio
$173K +$174K +12,931 New
PA
685
Parallel Advisors
California
$173K -$55.6K -4,125 -24%
AIA
686
AssuredPartners Investment Advisors
Florida
$172K -$1.02K -76 -0.6%
GRP
687
Global Retirement Partners
California
$172K +$173K +12,854 New
DWM
688
Drive Wealth Management
Utah
$170K -$15.9K -1,176 -8%
CM
689
Caption Management
Oklahoma
$170K +$171K +12,700 New
CHAM
690
Clear Harbor Asset Management
Connecticut
$165K +$167K +12,359 New
IWM
691
IHT Wealth Management
Illinois
$163K +$2.13K +158 +1%
WANY
692
Wealthspire Advisors (New York)
New York
$160K +$161K +11,939 New
OAM
693
Oppenheimer Asset Management
New York
$157K +$159K +11,768 New
SI
694
Stonekeep Investments
New Mexico
$157K +$4.45K +330 +3%
FFN
695
Focus Financial Network
Minnesota
$152K +$323 +24 +0.2%
GI
696
GAMMA Investing
California
$150K -$6.97K -517 -4%
TCP
697
TMB Capital Partners
Arkansas
$150K – – –
AT
698
American Trust
Kentucky
$149K -$9.44K -700 -6%
PC
699
Permanens Capital
New York
$148K +$149K +11,089 New
PCGDR
700
Pangea Capital Gestao de Recursos
$147K +$148K +11,000 New
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