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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
251
Point72 Asset Management
Connecticut
$319K -$1.18M -23,983 -83%
GAM
252
Gotham Asset Management
New York
$312K
GSIAS
253
Garden State Investment Advisory Services
New Jersey
$312K +$20.4K +416 +9%
JWCA
254
J.W. Cole Advisors
Florida
$309K +$234K +4,777 New
SWP
255
Stratos Wealth Partners
Ohio
$308K -$48.9K -997 -17%
RS
256
R Squared
Hong Kong
$302K +$229K +4,662 New
CAM
257
Cresset Asset Management
Illinois
$301K -$20.9K -426 -8%
SF
258
Seros Financial
Arizona
$297K
PIA
259
Perennial Investment Advisors
California
$294K -$3.92K -80 -2%
PCM
260
Prelude Capital Management
New York
$289K -$197K -4,014 -47%
MFG
261
Merit Financial Group
Georgia
$282K -$44.3K -904 -17%
DTL
262
Dynamic Technology Lab
Singapore
$280K +$212K +4,332 New
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$278K +$38.3K +782 +22%
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$274K +$208K +4,239 New
CAU
265
Caxton Associates (UK)
$274K +$208K +4,235 New
PSC
266
Portman Square Capital
United Kingdom
$272K -$142K -2,893 -41%
SFS
267
Summit Financial Strategies
Ohio
$272K +$206K +4,210 New
AAS
268
Avantax Advisory Services
Texas
$270K +$205K +4,171 New
WMA
269
Wealth Management Associates
New Jersey
$270K +$204K +4,170 New
JIC
270
Joel Isaacson & Co
New York
$259K +$196K +4,000 New
WVP
271
Worth Venture Partners
New Jersey
$259K +$196K +4,000 New
SW
272
SteelPeak Wealth
California
$256K +$194K +3,964 New
SA
273
Sanctuary Advisors
Indiana
$253K +$192K +3,907 New
Wealthfront Advisers
274
Wealthfront Advisers
California
$247K +$187K +3,821 New
IAA
275
Independent Advisor Alliance
North Carolina
$245K -$80.5K -1,642 -30%