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UPSTのアイコン

Upstart Holdings

名前 保有額 取引額 株数
増減
保有比率の
変化
Advisornet Financial
301
Advisornet Financial
Minnesota
$5,492 – – –
KFP
302
Kerr Financial Planning
California
$5,315 – – –
Adirondack Trust Company
303
Adirondack Trust Company
New York
$5,314 – – –
Bessemer Group
304
Bessemer Group
New Jersey
$5,000 +$924 +30 +30%
Pinnacle Wealth Planning Services
305
Pinnacle Wealth Planning Services
Ohio
$4,818 +$3,883 +126 +1,260%
PIS
306
POM Investment Strategies
North Carolina
$3,720 +$3,235 +105 新規
Cedar Mountain Advisors
307
Cedar Mountain Advisors
Oregon
$3,543 – – –
Frazier Financial Advisors
308
Frazier Financial Advisors
Ohio
$3,543 – – –
Heritage Wealth Advisors
309
Heritage Wealth Advisors
Virginia
$3,543 – – –
Main Street Group
310
Main Street Group
Virginia
$3,543 – – –
Spire Wealth Management
311
Spire Wealth Management
Virginia
$3,543 +$3,081 +100 新規
Wealth Enhancement Trust Services
312
Wealth Enhancement Trust Services
South Dakota
$3,516 – – –
Physician Wealth Advisors
313
Physician Wealth Advisors
Utah
$3,437 +$123 +4 +4%
Global Retirement Partners
314
Global Retirement Partners
California
$3,082 +$2,681 +87 新規
TD Waterhouse Canada
315
TD Waterhouse Canada
Ontario, Canada
$2,864 -$92 -3 -4%
Fortitude Family Office
316
Fortitude Family Office
Arizona
$2,728 – – –
Key Capital Management
317
Key Capital Management
Tennessee
$2,693 – – –
Steigerwald Gordon & Koch
318
Steigerwald Gordon & Koch
Virginia
$2,480 – – –
Wolverine Asset Management
319
Wolverine Asset Management
Illinois
$1,878 – – –
Parkside Financial Bank & Trust
320
Parkside Financial Bank & Trust
Missouri
$1,772 – – –
Prestige Wealth Management Group
321
Prestige Wealth Management Group
New Jersey
$1,772 – – –
Essential Partners
322
Essential Partners
California
$1,772 +$801 +26 +108%
NVWM LLC
323
NVWM LLC
Pennsylvania
$1,523 – – –
Anchor Investment Management
324
Anchor Investment Management
South Carolina
$1,453 – – –
NEWAS
325
N.E.W. Advisory Services
Wisconsin
$1,205 – – –