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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Activest Wealth Management
Florida
$62K +$50.5K +3,747 +420%
PAP
727
Persistent Asset Partners
Hong Kong
$61.4K -$843K -62,566 -93%
CA
728
Clearstead Advisors
Ohio
$61K -$22.4K -1,661 -27%
CFFP
729
Center for Financial Planning
Michigan
$60.9K +$10.4K +768 +20%
TWC
730
TD Waterhouse Canada
Ontario, Canada
$60.7K -$2.36M -175,101 -97%
CSC
731
Caldwell Sutter Capital
California
$60.7K +$61.3K +4,545 New
EWA
732
EverSource Wealth Advisors
Alabama
$60.6K -$26.1K -1,934 -30%
TMAM
733
Tokio Marine Asset Management
Japan
$58.8K +$59.3K +4,400 New
NFSG
734
Newbridge Financial Services Group
Florida
$53.4K – – –
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$49.4K +$620 +46 +1%
HNB
736
Huntington National Bank
Ohio
$48K +$5.39K +400 +13%
PSB
737
Piscataqua Savings Bank
New Hampshire
$46.8K +$6.74K +500 +17%
VWA
738
VSM Wealth Advisory
Maryland
$44.1K – – –
HFS
739
Hantz Financial Services
Michigan
$42K -$48K -3,559 -53%
CAL
740
Capital Analysts LLC
Pennsylvania
$41K – – –
GWM
741
Geneos Wealth Management
Colorado
$40.3K -$203K -15,093 -83%
HIA
742
Harbor Investment Advisory
Maryland
$40.2K +$16.4K +1,220 +68%
RCSA
743
REYL & Cie S.A.
Switzerland
$34.8K +$32.6K +2,418 New
AIM
744
Anchor Investment Management
South Carolina
$32.1K – – –
QWM
745
Quaker Wealth Management
New Jersey
$30.7K – – –
AAG
746
Armstrong Advisory Group
Massachusetts
$26.7K – – –
LAM
747
LOM Asset Management
$26.7K +$6.74K +500 +33%
ZBNA
748
Zions Bancorporation, National Association
Utah
$26.7K +$2.83K +210 +12%
SGFG
749
Silver Grove Financial Group
New York
$24.9K +$25.2K +1,867 New
OCWP
750
Owl Creek Wealth Partners
Colorado
$24.4K +$1.01K +75 +4%
28 29
30
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