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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$2.64K +$2.96K +100 New
SWM
227
Spire Wealth Management
Virginia
$2.58K -$2.1K -71 -43%
KFS
228
Kelly Financial Services
Massachusetts
$2.42K – – –
GRP
229
Global Retirement Partners
California
$2.21K – – –
GCS
230
Gordian Capital (Singapore)
Singapore
$2.18K – – –
PIS
231
POM Investment Strategies
North Carolina
$1.96K – – –
HGERS
232
Householder Group Estate & Retirement Specialist
Arizona
$1.94K -$148 -5 -6%
TWC
233
TD Waterhouse Canada
Ontario, Canada
$1.9K – – –
Russell Investments Group
234
Russell Investments Group
United Kingdom
$1.61K -$2.57K -87 -59%
SIS
235
Sound Income Strategies
Florida
$1.61K – – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$1.53K -$207 -7 -11%
BGAI
237
Bruce G. Allen Investments
Colorado
$1.34K -$976 -33 -40%
FFL
238
Financial Freedom LLC
Ohio
$1.34K – – –
PWMG
239
Prestige Wealth Management Group
New Jersey
$1.34K – – –
MAM
240
Marquette Asset Management
Minnesota
$1.34K +$1.48K +50 New
NL
241
NVWM LLC
Pennsylvania
$1.16K – – –
PP
242
Pacifica Partners
Canada
$1.15K – – –
AIM
243
Anchor Investment Management
South Carolina
$1.1K – – –
SSB
244
Sandy Spring Bank
Maryland
$1.08K -$503 -17 -30%
GC
245
Gould Capital
Washington
$1.02K – – –
TFGT
246
TS Financial Group (TSFG)
Illinois
$1K -$5.35K -181 -84%
AW
247
Avion Wealth
Texas
$1K -$976 -33 -52%
WOC
248
West Oak Capital
California
$1K – – –
CA
249
Clearstead Advisors
Ohio
$961 – – –
MA
250
Montag & Associates
Georgia
$915 +$1.01K +34 New