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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
VEA
251
Virtus ETF Advisers
New York
$288K
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$281K
ASN
253
Advisory Services Network
Georgia
$278K +$5.35K +76 +1%
TWM
254
Tradition Wealth Management
Minnesota
$278K +$15.6K +222 +4%
SC
255
Sepio Capital
Utah
$275K -$17.6M -250,697 -98%
Lazard Asset Management
256
Lazard Asset Management
New York
$273K +$375K +5,329 +10,055%
GKWIM
257
Gerber Kawasaki Wealth & Investment Management
California
$270K +$374K +5,323 New
AF
258
Advisornet Financial
Minnesota
$262K
LFG
259
Larson Financial Group
Missouri
$256K +$330K +4,688 +1,324%
SA
260
Sanctuary Advisors
Indiana
$255K +$77.9K +1,107 +28%
GAM
261
Gotham Asset Management
New York
$245K
CAM
262
Cresset Asset Management
Illinois
$236K -$563 -8 -0.2%
PIA
263
Perennial Investment Advisors
California
$233K +$3.52K +50 +1%
NP
264
NorthRock Partners
Minnesota
$230K +$319K +4,530 New
SF
265
Seros Financial
Arizona
$229K -$5.42K -77 -2%
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$226K +$10.6K +151 +4%
MFG
267
Merit Financial Group
Georgia
$226K +$6.12K +87 +2%
SWP
268
Stratos Wealth Partners
Ohio
$225K -$23.4K -333 -7%
SFS
269
Summit Financial Strategies
Ohio
$214K
QCM
270
QRG Capital Management
Illinois
$210K -$326K -4,629 -53%
MCM
271
Massar Capital Management
Connecticut
$208K +$288K +4,100 New
JIC
272
Joel Isaacson & Co
New York
$203K
SLAM
273
Swiss Life Asset Management
$200K +$278K +3,946 New
TRCT
274
Tower Research Capital (TRC)
New York
$183K -$618K -8,782 -71%
WIM
275
Westside Investment Management
California
$152K -$7.04K -100 -3%