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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$57K -$62.9K -1,057 -37%
CLOS
227
Compagnie Lombard Odier SCmA
Switzerland
$56K +$17.9K +300 +20%
Macquarie Group
228
Macquarie Group
Australia
$52K
SWM
229
Spire Wealth Management
Virginia
$50K -$40.6K -682 -30%
VI
230
Vestcor Inc
New Brunswick, Canada
$49K +$54.6K +917 +142%
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$47K +$89.3K +1,500 New
SAM
232
Shell Asset Management
Netherlands
$46K +$179 +3 +0.2%
WWP
233
WR Wealth Planners
Missouri
$43.9K +$25.4K +426 +44%
C
234
Covestor
United Kingdom
$43K +$16.7K +280 +26%
GWSG
235
GPS Wealth Strategies Group
Colorado
$43K +$63.3K +1,063 +367%
GCM
236
Gables Capital Management
Florida
$40K -$102K -1,705 -57%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$39K -$23.3K -392 -24%
S
238
Seeyond
France
$39K -$1.55K -26 -2%
BWP
239
Baldwin Wealth Partners
Massachusetts
$38K
TWC
240
TD Waterhouse Canada
Ontario, Canada
$34.4K -$3.27K -55 -6%
TFGT
241
TS Financial Group (TSFG)
Illinois
$32K -$3.33K -56 -5%
AFG
242
Albion Financial Group
Utah
$32K
AIG
243
American International Group
New York
$27K -$4.29K -72 -8%
BFEC
244
Benjamin F. Edwards & Company
Missouri
$25K
HI
245
Hudock Inc
Pennsylvania
$25K +$23.5K +395 +95%
BA
246
Bellwether Advisors
Nebraska
$25K +$47.6K +800 +40,000%
BCV
247
Banque Cantonale Vaudoise
Switzerland
$23K +$42.7K +717 New
QT
248
Quantbot Technologies
New York
$22K -$247K -4,147 -86%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$22K -$180K -3,015 -81%
SIC
250
Salem Investment Counselors
North Carolina
$22K -$45K -755 -52%