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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
226
Quantitative Investment Management
Virginia
$460K +$1.96K +40 +0.6%
American Century Companies
227
American Century Companies
Missouri
$458K +$347K +7,086 New
JFG
228
Jefferies Financial Group
New York
$453K -$1.74M -35,415 -83%
ASN
229
Advisory Services Network
Georgia
$441K +$13.3K +272 +5%
X
230
Xponance
Pennsylvania
$437K +$28.6K +584 +9%
LBWM
231
Left Brain Wealth Management
Illinois
$427K -$77K -1,570 -19%
GCP
232
GSA Capital Partners
United Kingdom
$418K -$415K -8,457 -57%
SFG
233
Synergy Financial Group
California
$406K +$23.9K +488 +8%
SP
234
Symmetry Partners
Connecticut
$394K +$20.1K +409 +7%
KNFPWM
235
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$389K
Principal Financial Group
236
Principal Financial Group
Iowa
$387K -$5.53M -112,697 -95%
SFA
237
Sequoia Financial Advisors
Ohio
$384K +$490 +10 +0.2%
STA
238
Summit Trail Advisors
New York
$383K +$291K +5,925 New
CIBC World Market
239
CIBC World Market
Ontario, Canada
$368K +$46.9K +956 +20%
VEA
240
Virtus ETF Advisers
New York
$367K +$107K +2,173 +62%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$357K
IFS
242
Integrated Financial Solutions
Virginia
$347K +$718K +14,635 New
I
243
InceptionR
California
$346K +$262K +5,350 New
Stifel Financial
244
Stifel Financial
Missouri
$344K +$261K +5,314 New
Vontobel Holding
245
Vontobel Holding
Switzerland
$340K -$24.9K -507 -9%
TWM
246
Tradition Wealth Management
Minnesota
$339K +$26.2K +535 +11%
AF
247
Advisornet Financial
Minnesota
$333K
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$331K -$21.8K -444 -8%
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$324K +$240K +4,903 +4,714%
BI
250
Bramshill Investments
Florida
$323K +$245K +5,000 New