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Nu Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
751
True Wealth Design
Ohio
$2.85K +$659 +55 +36%
GJIA
752
Glass Jacobson Investment Advisors
Maryland
$2.74K -$15.8K -1,319 -87%
RDFA
753
Ritter Daniher Financial Advisory
Ohio
$2.74K
SS
754
Sunbelt Securities
Texas
$2.56K
IWM
755
Inlight Wealth Management
Georgia
$2.44K
AP
756
Aspect Partners
Virginia
$2.32K +$2.02K +169 New
CFB
757
Cullen/Frost Bankers
Texas
$2.08K +$1.82K +152 New
SWM
758
Spire Wealth Management
Virginia
$2.02K -$4.79K -400 -73%
TIM
759
Tortoise Investment Management
New York
$2.02K +$1.76K +147 New
CT
760
Clearstead Trust
Maine
$1.87K +$108 +9 +7%
TPCW
761
TD Private Client Wealth
New York
$1.8K
FNWA
762
Financial Network Wealth Advisors
Utah
$1.4K
T
763
Transce3nd
Texas
$1.37K
CTB
764
Country Trust Bank
Illinois
$1.37K +$1.2K +100 New
TC
765
Truvestments Capital
Florida
$1.37K +$1.2K +100 New
SO
766
Sierra Ocean
California
$1.26K
CIAM
767
Caitong International Asset Management
Hong Kong
$1.18K -$497K -41,523 -100%
PTC
768
Private Trust Company
Ohio
$1.11K
WCM
769
WealthTrak Capital Management
Virginia
$1.1K +$419 +35 +78%
MCM
770
Manchester Capital Management
Vermont
$1.07K +$180 +15 +24%
GSWM
771
Golden State Wealth Management
California
$974 -$1.92K -160 -69%
CPG
772
Cornerstone Planning Group
New Jersey
$851 -$8.8K -735 -91%
KB
773
Kimelman & Baird
New York
$755
DF
774
DecisionPoint Financial
Arizona
$614 +$539 +45 New
SC
775
SouthState Corp
Florida
$481