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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
226
Versant Capital Management
Arizona
$13.1K +$8.42K +366 New
TFGT
227
TS Financial Group (TSFG)
Illinois
$13K -$3.17K -138 -27%
QC
228
Quent Capital
New York
$12.7K – – –
MHR
229
Matthew Hamilton Rosenberg
$10.7K – – –
RI
230
Ridgewood Investments
New Jersey
$10.7K – – –
ATC
231
Adirondack Trust Company
New York
$10.3K – – –
CFG
232
CKW Financial Group
Hawaii
$10K -$9.43K -410 -60%
SIC
233
SJS Investment Consulting
Ohio
$8.34K – – –
RA
234
Rise Advisors
New York
$7.52K – – –
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$7.16K – – –
HFS
236
Hantz Financial Services
Michigan
$7K +$644 +28 +18%
LC
237
Lindbrook Capital
California
$6.66K +$1.89K +82 +79%
CTA
238
Colonial Trust Advisors
South Carolina
$6.37K – – –
TWC
239
TD Waterhouse Canada
Ontario, Canada
$6.11K – – –
AAG
240
Armstrong Advisory Group
Massachusetts
$5.37K – – –
SCA
241
Stonebridge Capital Advisors
Minnesota
$4.66K – – –
BIA
242
Bell Investment Advisors
California
$3.83K -$874 -38 -26%
CTC
243
Central Trust Company
Missouri
$3.58K – – –
HWA
244
Heritage Wealth Advisors
Virginia
$3.58K – – –
WWM
245
Wolff Wiese Magana
California
$3.58K – – –
KFS
246
Kelly Financial Services
Massachusetts
$3.22K – – –
AW
247
Avion Wealth
Texas
$3K +$2.19K +95 New
GCS
248
Gordian Capital (Singapore)
Singapore
$2.9K – – –
CFS
249
CGC Financial Services
Oregon
$2.69K +$1.73K +75 New
GRP
250
Global Retirement Partners
California
$2.51K -$690 -30 -30%
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