We are live on ! Find out more
UPST icon

Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
226
Gerber Kawasaki Wealth & Investment Management
California
$571K +$117K +1,016 +24%
SFA
227
Souders Financial Advisors
Ohio
$555K +$33.4K +290 +6%
MAM
228
Morse Asset Management
Connecticut
$549K +$201K +1,745 +53%
BOH
229
Bank of Hawaii
Hawaii
$544K +$575K +4,990 New
QT
230
Quantbot Technologies
New York
$528K +$194K +1,687 +53%
NL
231
Navalign LLC
California
$527K +$844K +7,329 New
Principal Financial Group
232
Principal Financial Group
Iowa
$519K -$13.7K -119 -2%
NAM
233
Nissay Asset Management
Japan
$515K +$255K +2,214 +88%
DF
234
Donoghue Forlines
Massachusetts
$513K +$205K +1,781 +61%
AFA
235
Abacus FCF Advisors
Florida
$513K +$542K +4,706 New
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$505K +$56.1K +487 +12%
LNC
237
Lincoln National Corp
Pennsylvania
$503K -$47K -408 -8%
Los Angeles Capital Management
238
Los Angeles Capital Management
California
$503K +$531K +4,607 New
TI
239
Tidal Investments
Wisconsin
$489K +$262K +2,275 +103%
CSIA
240
Charles Schwab Investment Advisory
California
$477K -$24.2K -210 -5%
SAM
241
Storebrand Asset Management
Norway
$477K +$406K +3,527 +419%
SI
242
Stephens Inc
Arkansas
$470K +$191K +1,656 +62%
BA
243
Bridgewater Associates
Connecticut
$466K +$493K +4,276 New
SGA
244
Seaport Global Advisors
Massachusetts
$464K +$490K +4,257 New
AR
245
Advisory Research
Illinois
$458K -$776K -6,738 -62%
ProShare Advisors
246
ProShare Advisors
Maryland
$457K -$2.54K -22 -0.5%
RC
247
RBF Capital
California
$457K +$461K +4,000 New
WWM
248
Western Wealth Management
Colorado
$456K +$296K +2,570 +159%
NFSG
249
Newbridge Financial Services Group
Florida
$450K +$194K +1,680 +69%
AWM
250
Apollon Wealth Management
South Carolina
$447K +$177K +1,532 +60%