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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
NC
701
NewSquare Capital
Pennsylvania
$2.19K +$2.53K +214 New
RDFA
702
Ritter Daniher Financial Advisory
Ohio
$2.05K
BBHC
703
Brown Brothers Harriman & Co
New York
$2.03K
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
IWM
705
Inlight Wealth Management
Georgia
$1.82K +$2.1K +178 New
CWC
706
Carolinas Wealth Consulting
North Carolina
$1.64K
CH
707
Cromwell Holdings
Wyoming
$1.6K +$1.84K +156 New
TWD
708
True Wealth Design
Ohio
$1.57K +$1.81K +153 New
TPCW
709
TD Private Client Wealth
New York
$1.34K +$177 +15 +13%
CT
710
Clearstead Trust
Maine
$1.3K +$1.5K +127 New
PWA
711
Physician Wealth Advisors
Utah
$1.1K +$1.26K +107 New
CA
712
CoreCap Advisors
Michigan
$1.06K +$343 +29 +39%
FNWA
713
Financial Network Wealth Advisors
Utah
$1.04K +$1.21K +102 New
T
714
Transce3nd
Texas
$1.02K
SO
715
Sierra Ocean
California
$942
PTC
716
Private Trust Company
Ohio
$829 +$957 +81 New
PMFA
717
Plante Moran Financial Advisors
Michigan
$758 +$875 +74 New
MCM
718
Manchester Capital Management
Vermont
$646
KB
719
Kimelman & Baird
New York
$564
ACA
720
American Capital Advisory
Idaho
$512 +$591 +50 New
WCM
721
WealthTrak Capital Management
Virginia
$461 +$295 +25 +125%
SC
722
SouthState Corp
Florida
$359 +$414 +35 New
PCM
723
Perritt Capital Management
Illinois
$307
AWM
724
Abound Wealth Management
Tennessee
$267 -$71 -6 -19%
MG
725
Mather Group
Illinois
$266