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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
751
Keating Financial Advisory Services
Kansas
$92.3K +$88.6K +5,515 New
OBC
752
Oakum Bay Capital
Connecticut
$83.7K +$80.4K +5,000 New
JWM
753
Jessup Wealth Management
Ohio
$74K +$71.1K +4,423 New
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$73.6K +$12.9K +802 +22%
EWA
755
EverSource Wealth Advisors
Alabama
$68.5K +$4.93K +307 +8%
PWA
756
Physician Wealth Advisors
Utah
$67.5K +$38.2K +2,379 +144%
CH
757
Canton Hathaway
Rhode Island
$67.2K +$64.5K +4,013 New
NFSG
758
Newbridge Financial Services Group
Florida
$67K -$64.3K -4,000 -50%
CFFP
759
Center for Financial Planning
Michigan
$63.4K – – –
JFG
760
Jefferies Financial Group
New York
$60.1K -$3.5M -217,793 -98%
CA
761
Clearstead Advisors
Ohio
$60K +$16.1K +1,004 +39%
WA
762
WPG Advisers
Maryland
$59.4K +$8.34K +519 +17%
VWA
763
VSM Wealth Advisory
Maryland
$55.2K – – –
BBHC
764
Brown Brothers Harriman & Co
New York
$54.6K +$19.9K +1,240 +61%
CAL
765
Capital Analysts LLC
Pennsylvania
$51K – – –
PSB
766
Piscataqua Savings Bank
New Hampshire
$50.2K – – –
AUB
767
Atlantic Union Bankshares
Virginia
$46.9K -$1.61K -100 -3%
AAM
768
Alphadyne Asset Management
New York
$44.2K +$42.5K +2,642 New
HNB
769
Huntington National Bank
Ohio
$42.3K +$1.41K +88 +4%
AIM
770
Anchor Investment Management
South Carolina
$40.2K – – –
NS
771
NBC Securities
Alabama
$38.5K – – –
QWM
772
Quaker Wealth Management
New Jersey
$38.5K – – –
QL
773
Quarry LP
New York
$35.3K +$6.54K +407 +24%
AAG
774
Armstrong Advisory Group
Massachusetts
$33.5K – – –
HCM
775
Hollencrest Capital Management
California
$33.5K +$32.1K +2,000 New
29 30
31
32 33