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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
226
Vontobel Holding
Switzerland
$266K +$122K +1,969 +52%
SWP
227
Stratos Wealth Partners
Ohio
$265K +$6.34K +102 +2%
SP
228
Symmetry Partners
Connecticut
$261K +$35.9K +577 +11%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$256K +$21.4K +345 +7%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$254K
JGC
231
J. Goldman & Co
New York
$253K +$342K +5,500 New
IAA
232
Independent Advisor Alliance
North Carolina
$250K +$30K +483 +10%
M1FG
233
Mach-1 Financial Group
Arkansas
$243K +$328K +5,274 New
MFG
234
Merit Financial Group
Georgia
$242K +$53.9K +867 +20%
SO
235
STRS Ohio
Ohio
$239K -$193K -3,100 -37%
ECM
236
EMC Capital Management
Texas
$239K
AF
237
Advisornet Financial
Minnesota
$237K -$932 -15 -0.3%
ASN
238
Advisory Services Network
Georgia
$236K +$35.6K +573 +13%
CAM
239
Cresset Asset Management
Illinois
$233K -$42.1K -677 -12%
Federated Hermes
240
Federated Hermes
Pennsylvania
$226K -$163K -2,621 -35%
GAM
241
Gotham Asset Management
New York
$222K -$16.2K -261 -5%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$218K -$5.59K -90 -2%
TWM
243
Tradition Wealth Management
Minnesota
$217K -$311 -5 -0.1%
AI
244
Atria Investments
North Carolina
$215K +$28.3K +455 +11%
IWC
245
Integrated Wealth Concepts
Massachusetts
$213K +$35K +563 +14%
PIA
246
Perennial Investment Advisors
California
$213K
SF
247
Seros Financial
Arizona
$211K +$285K +4,589 New
XT
248
XTX Topco
Cayman Islands
$209K -$368K -5,922 -57%
Acadian Asset Management
249
Acadian Asset Management
Massachusetts
$208K +$282K +4,541 New
GSIAS
250
Garden State Investment Advisory Services
New Jersey
$203K +$274K +4,401 New