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Nu Holdings
NU

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
801
Thurston Springer Miller Herd & Titak
Indiana
$12.6K +$4.02K +250 +50%
MAM
802
Meeder Asset Management
Ohio
$12.3K +$16 +1 +0.1%
UFPG
803
United Financial Planning Group
New York
$12K +$11.6K +719 New
BIA
804
Bell Investment Advisors
California
$12K +$8.13K +506 +241%
TC
805
Truvestments Capital
Florida
$11.3K – – –
SWP
806
Strategic Wealth Partners
Ohio
$11K – – –
BWA
807
Basecamp Wealth Advisors
Washington
$10.1K +$9.72K +605 New
WAS
808
Winch Advisory Services
Wisconsin
$10K – – –
HPC
809
HM Payson & Co
Maine
$9.43K +$1.01K +63 +13%
AEPWM
810
Atlantic Edge Private Wealth Management
Florida
$9.21K – – –
PP
811
PFS Partners
New Jersey
$8.67K – – –
GBT
812
Grove Bank & Trust
Florida
$8.64K +$3.7K +230 +80%
MCA
813
McGuire Capital Advisors
Oklahoma
$8.37K +$8.04K +500 New
MB
814
MidFirst Bank
Oklahoma
$8.37K +$8.04K +500 New
VR
815
Vision Retirement
New Jersey
$8.37K +$8.04K +500 New
WB
816
Webster Bank
Connecticut
$8.37K +$8.04K +500 New
RWM
817
Raffa Wealth Management
District of Columbia
$8.25K +$498 +31 +7%
SAG
818
SageView Advisory Group
California
$7.47K +$7.17K +446 New
PPC
819
Park Place Capital
Alabama
$7.03K +$6.75K +420 New
WCM
820
Winthrop Capital Management
Indiana
$7K – – –
CT
821
Clearstead Trust
Maine
$6.14K +$2.14K +133 +57%
HWP
822
Highline Wealth Partners
California
$6.13K +$418 +26 +8%
AW
823
Avion Wealth
Texas
$6K – – –
SS
824
Sunbelt Securities
Texas
$5.86K +$193 +12 +4%
RFP
825
Root Financial Partners
California
$5.46K +$1.01K +63 +24%
31 32
33
34 35