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UP Fintech Holding

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$2.64K +$2.81K +408 New
CPG
102
Cornerstone Planning Group
New Jersey
$2.05K – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Federation des caisses Desjardins du Quebec
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32K +$1.41K +205 New
CAM
105
Creekmur Asset Management
Illinois
$859 – – –
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$775 +$14 +2 +2%
Principal Securities
107
Principal Securities
Iowa
$168 – – –
Farther Finance Advisors
108
Farther Finance Advisors
California
$110 – – –
Quadrature Capital
109
Quadrature Capital
United Kingdom
– -$516K -96,663 Closed
Ballentine Partners
110
Ballentine Partners
Massachusetts
– -$431K -80,765 Closed
JP Morgan Chase
111
JP Morgan Chase
New York
– -$402K -75,198 Closed
KA
112
Kerrisdale Advisers
Florida
– -$311K -58,325 Closed
GTS Securities
113
GTS Securities
Florida
– -$302K -56,646 Closed
Renaissance Technologies
114
Renaissance Technologies
New York
– -$301K -56,284 Closed
American Century Companies
115
American Century Companies
Missouri
– -$234K -43,910 Closed
Schonfeld Strategic Advisors
116
Schonfeld Strategic Advisors
New York
– -$197K -36,900 Closed
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$121K -22,600 Closed
SRL
118
Scientech Research LLC
New Jersey
– -$120K -22,382 Closed
DIM
119
DLK Investment Management
California
– -$72.1K -13,501 Closed
KI
120
Keystone Investors
Singapore
– -$55.5K -10,395 Closed
Russell Investments Group
121
Russell Investments Group
United Kingdom
– -$1.65K -309 Closed