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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
226
Asset Dedication LLC
California
$21K +$21.5K +175 New
BFC
227
Bedel Financial Consulting
Indiana
$19K +$18.5K +150 New
CT
228
Clearstead Trust
Maine
$14K +$14K +114 New
PAM
229
Panagora Asset Management
Massachusetts
$14K +$14.3K +116 New
HIA
230
Harbor Investment Advisory
Maryland
$12K -$36.9K -300 -75%
WAS
231
Winch Advisory Services
Wisconsin
$10K +$5.78K +47 +138%
NL
232
NVWM LLC
Pennsylvania
$8K
HNB
233
Huntington National Bank
Ohio
$8K +$2.09K +17 +34%
SSB
234
Sandy Spring Bank
Maryland
$7K +$7.01K +57 New
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$6K +$6.15K +50 New
CCM
236
Covington Capital Management
California
$6K +$6.15K +50 New
PGAM
237
Princeton Global Asset Management
New Jersey
$6K +$6.15K +50 New
AIM
238
Anchor Investment Management
South Carolina
$5.12K +$5.05K +41 New
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.68K +38 New
Fidelity Investments
240
Fidelity Investments
Massachusetts
$4K -$46.1M -374,500 -100%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$4K +$3.69K +30 New
CFGS
242
Concourse Financial Group Securities
Alabama
$4K +$3.69K +30 New
YAL
243
Your Advocates Ltd
Texas
$4K +$3.69K +30 New
PCG
244
Private Capital Group
Connecticut
$3K +$2.71K +22 New
HR
245
Howe & Rusling
New York
$2K +$1.85K +15 New
LPWM
246
Lake Point Wealth Management
Texas
$2K +$2.46K +20 New
RFA
247
Reilly Financial Advisors
California
$2K +$2.46K +20 New
KTC
248
Kistler-Tiffany Companies
Pennsylvania
$1K +$246 +2 +50%
PWMG
249
Prestige Wealth Management Group
New Jersey
$1K +$738 +6 New
PGWM
250
Parisi Gray Wealth Management
New Jersey
$1K +$1.23K +10 New