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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
801
JFS Wealth Advisors
Pennsylvania
$12.6K – – –
TSMHT
802
Thurston Springer Miller Herd & Titak
Indiana
$12.6K +$4.02K +250 +50%
MAM
803
Meeder Asset Management
Ohio
$12.3K +$16 +1 +0.1%
UFPG
804
United Financial Planning Group
New York
$12K +$11.6K +719 New
BIA
805
Bell Investment Advisors
California
$12K +$8.13K +506 +241%
TC
806
Truvestments Capital
Florida
$11.3K – – –
SWP
807
Strategic Wealth Partners
Ohio
$11K – – –
BWA
808
Basecamp Wealth Advisors
Washington
$10.1K +$9.72K +605 New
WAS
809
Winch Advisory Services
Wisconsin
$10K – – –
HPC
810
HM Payson & Co
Maine
$9.43K +$1.01K +63 +13%
AEPWM
811
Atlantic Edge Private Wealth Management
Florida
$9.21K – – –
PP
812
PFS Partners
New Jersey
$8.67K – – –
GBT
813
Grove Bank & Trust
Florida
$8.64K +$3.7K +230 +80%
MCA
814
McGuire Capital Advisors
Oklahoma
$8.37K +$8.04K +500 New
MB
815
MidFirst Bank
Oklahoma
$8.37K +$8.04K +500 New
VR
816
Vision Retirement
New Jersey
$8.37K +$8.04K +500 New
WB
817
Webster Bank
Connecticut
$8.37K +$8.04K +500 New
RWM
818
Raffa Wealth Management
District of Columbia
$8.25K +$498 +31 +7%
SAG
819
SageView Advisory Group
California
$7.47K +$7.17K +446 New
PPC
820
Park Place Capital
Alabama
$7.03K +$6.75K +420 New
WCM
821
Winthrop Capital Management
Indiana
$7K – – –
CT
822
Clearstead Trust
Maine
$6.14K +$2.14K +133 +57%
HWP
823
Highline Wealth Partners
California
$6.13K +$418 +26 +8%
AW
824
Avion Wealth
Texas
$6K – – –
SS
825
Sunbelt Securities
Texas
$5.86K +$193 +12 +4%
31 32
33
34 35