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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
251
SkyView Investment Advisors
New Jersey
$475K +$296K +1,500 New
CAAS
252
Capital Asset Advisory Services
Michigan
$473K +$295K +1,495 New
VFA
253
Valeo Financial Advisors
Indiana
$460K +$287K +1,454 New
PFA
254
Paradigm Financial Advisors
Missouri
$455K +$284K +1,439 New
OAM
255
Oppenheimer Asset Management
New York
$451K -$3.67M -18,595 -93%
SG
256
StoneX Group
New York
$445K +$278K +1,407 New
WMA
257
Wealth Management Associates
New Jersey
$442K +$276K +1,397 New
AA
258
ALPS Advisors
Colorado
$428K +$266K +1,351 New
SAM
259
Simplify Asset Management
Nevada
$428K +$267K +1,352 New
CL
260
CSS LLC
Illinois
$422K +$263K +1,334 New
MML Investors Services
261
MML Investors Services
Massachusetts
$412K +$257K +1,303 New
IRF
262
IBM Retirement Fund
New York
$411K +$256K +1,298 New
ACS
263
Archford Capital Strategies
Illinois
$411K +$256K +1,300 New
JWCA
264
J.W. Cole Advisors
Florida
$408K +$254K +1,288 New
KPW
265
Kore Private Wealth
New York
$397K +$247K +1,254 New
APP
266
Alpha Paradigm Partners
Illinois
$394K +$213K +1,079 +646%
TWM
267
Titus Wealth Management
California
$391K +$244K +1,235 New
Prudential Financial
268
Prudential Financial
New Jersey
$387K +$332K +1,682 New
William Blair & Company
269
William Blair & Company
Illinois
$383K +$239K +1,211 New
BWP
270
Baldwin Wealth Partners
Massachusetts
$380K
TFS
271
Thoroughbred Financial Services
Tennessee
$375K +$234K +1,186 New
GKWIM
272
Gerber Kawasaki Wealth & Investment Management
California
$367K +$229K +1,160 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$364K +$19.7K +100 +10%
WWM
274
Wolff Wiese Magana
California
$362K +$106K +539 +89%
KA
275
Kercheville Advisors
Texas
$362K +$226K +1,145 New