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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
251
D.J. St. Germain
Massachusetts
$708 – – –
BIA
252
Bell Investment Advisors
California
$685 – – –
EWA
253
EverSource Wealth Advisors
Alabama
$643 +$507 +21 +1,050%
PS
254
PayPay Securities
Japan
$590 -$2.2K -91 -78%
CSC
255
Caldwell Sutter Capital
California
$590 – – –
WOC
256
West Oak Capital
California
$590 – – –
HWP
257
Highline Wealth Partners
California
$543 – – –
MTIC
258
Missouri Trust & Investment Company
Missouri
$519 – – –
FC
259
Fairscale Capital
New Hampshire
$511 +$386 +16 New
SAM
260
Smartleaf Asset Management
Massachusetts
$495 +$507 +21 New
GI
261
Gradient Investments
Minnesota
$448 – – –
CHA
262
Carmichael Hill & Associates
Maryland
$425 – – –
GWP
263
Gen-Wealth Partners
Michigan
$354 – – –
GFPC
264
Global Financial Private Client
Florida
$354 – – –
CP
265
Castleview Partners
Texas
$236 – – –
N
266
Natixis
France
$189 -$34.6K -1,433 -99%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$166 -$1.21K -50 -88%
AA
268
Addison Advisors
Vermont
$95 – – –
GJIA
269
Glass Jacobson Investment Advisors
Maryland
$95 – – –
CAM
270
Creekmur Asset Management
Illinois
$94 +$97 +4 New
PG
271
Proffitt & Goodson
Tennessee
$71 +$72 +3 New
CA
272
Continuum Advisory
Idaho
$24 – – –
AWM
273
Activest Wealth Management
Florida
$24 +$24 +1 New
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$24 +$24 +1 New
Point72 Asset Management
275
Point72 Asset Management
Connecticut
– -$18M -746,645 Closed