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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
726
Caldwell Sutter Capital
California
$60.7K +$61.3K +4,545 New
EWA
727
EverSource Wealth Advisors
Alabama
$60.6K -$26.1K -1,934 -30%
TMAM
728
Tokio Marine Asset Management
Japan
$58.8K +$59.3K +4,400 New
NFSG
729
Newbridge Financial Services Group
Florida
$53.4K – – –
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$49.4K +$620 +46 +1%
HNB
731
Huntington National Bank
Ohio
$48K +$5.39K +400 +13%
PSB
732
Piscataqua Savings Bank
New Hampshire
$46.8K +$6.74K +500 +17%
VWA
733
VSM Wealth Advisory
Maryland
$44.1K – – –
HFS
734
Hantz Financial Services
Michigan
$42K -$48K -3,559 -53%
CAL
735
Capital Analysts LLC
Pennsylvania
$41K – – –
GWM
736
Geneos Wealth Management
Colorado
$40.3K -$203K -15,093 -83%
HIA
737
Harbor Investment Advisory
Maryland
$40.2K +$16.4K +1,220 +68%
QWM
738
Quaker Wealth Management
New Jersey
$30.7K – – –
AAG
739
Armstrong Advisory Group
Massachusetts
$26.7K – – –
LAM
740
LOM Asset Management
$26.7K +$6.74K +500 +33%
ZBNA
741
Zions Bancorporation, National Association
Utah
$26.7K +$2.83K +210 +12%
SGFG
742
Silver Grove Financial Group
New York
$24.9K +$25.2K +1,867 New
OCWP
743
Owl Creek Wealth Partners
Colorado
$24.4K +$1.01K +75 +4%
VSQM
744
V-Square Quantitative Management
Illinois
$24.2K +$24.4K +1,809 New
CPG
745
Cornerstone Planning Group
New Jersey
$23.7K -$3.18K -236 -13%
TFA
746
Toth Financial Advisory
Virginia
$22.4K – – –
NS
747
NBC Securities
Alabama
$21.7K -$18K -1,337 -45%
IRAG
748
Investment Research & Advisory Group
Georgia
$20K – – –
SN
749
Sittner & Nelson
Oregon
$17.4K – – –
WIM
750
Westside Investment Management
California
$17.4K – – –
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