We are live on ! Find out more
UPST icon

Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Perennial Investment Advisors
California
$284K +$288K +4,620 New
ET
227
Entropy Technologies
New York
$284K -$1.44M -23,157 -83%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$284K +$288K +4,614 New
SFS
229
Summit Financial Strategies
Ohio
$281K -$364K -5,838 -56%
ASN
230
Advisory Services Network
Georgia
$280K -$490K -7,858 -63%
MFG
231
Merit Financial Group
Georgia
$271K +$274K +4,396 New
TRCT
232
Tower Research Capital (TRC)
New York
$269K -$524K -8,409 -66%
OCM
233
Orion Capital Management
California
$262K -$81K -1,300 -23%
AI
234
Atria Investments
North Carolina
$260K +$263K +4,222 New
IWC
235
Integrated Wealth Concepts
Massachusetts
$250K +$253K +4,065 New
Vontobel Holding
236
Vontobel Holding
Switzerland
$234K +$237K +3,800 New
CB
237
Commerce Bank
Missouri
$226K +$229K +3,675 New
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
$224K +$227K +3,642 New
William Blair & Company
239
William Blair & Company
Illinois
$222K +$224K +3,600 New
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$219K +$221K +3,552 New
KMWM
241
Keudell/Morrison Wealth Management
Oregon
$212K +$215K +3,450 New
Cerity Partners
242
Cerity Partners
New York
$209K +$227K +3,640 New
BAM
243
Blueshift Asset Management
New Jersey
$209K +$211K +3,389 New
FIA
244
Foundations Investment Advisors
Arizona
$207K +$210K +3,368 New
GS
245
GWN Securities
Florida
$205K +$194K +3,110 New
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$203K -$243K -3,896 -55%
NRD
247
Nebula Research & Development
New York
$201K -$177K -2,839 -47%
BC
248
Bridgefront Capital
Texas
$201K +$203K +3,259 New
SH
249
SLT Holdings
Arizona
$200K +$203K +3,250 New
KBC Group
250
KBC Group
Belgium
$190K +$29.1K +467 +18%