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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
276
KG&L Capital Management
Louisiana
$324K +$535K +2,142 New
MIC
277
Maxi Investments CY
Cyprus
$310K +$512K +2,050 New
VFM
278
Vivid Financial Management
California
$309K -$111K -444 -18%
VCA
279
Verdence Capital Advisors
Maryland
$306K -$294K -1,178 -37%
SSG
280
Summit Securities Group
New York
$303K -$1.62M -6,500 -76%
CC
281
Commons Capital
Massachusetts
$303K +$500K +2,000 New
LFM
282
LGT Fund Management
Liechtenstein
$303K +$500K +2,000 New
FHA
283
Flagship Harbor Advisors
Massachusetts
$303K +$501K +2,005 New
FFA
284
First Foundation Advisors
California
$302K +$19.2K +77 +4%
CMI
285
Clare Market Investments
Texas
$301K +$290K +1,160 +140%
MSAM
286
Moloney Securities Asset Management
Missouri
$299K -$19.7K -79 -4%
Envestnet Asset Management
287
Envestnet Asset Management
Illinois
$289K -$830K -3,324 -63%
PFA
288
Paradigm Financial Advisors
Missouri
$283K +$107K +429 +30%
HI
289
Harbour Investments
Wisconsin
$279K +$319K +1,278 +225%
IWC
290
Integrated Wealth Concepts
Massachusetts
$273K +$175K +702 +64%
GC
291
Guggenheim Capital
Illinois
$269K +$253K +1,014 +132%
LA
292
Legacy Advisors
Pennsylvania
$259K
Lazard Asset Management
293
Lazard Asset Management
New York
$257K +$300K +1,201 +240%
AAS
294
Avantax Advisory Services
Texas
$256K -$12K -48 -3%
Prudential Financial
295
Prudential Financial
New Jersey
$255K -$6.5K -26 -2%
SFO
296
Stokes Family Office
Louisiana
$253K +$418K +1,675 New
Nordea Investment Management
297
Nordea Investment Management
Sweden
$252K +$407K +1,631 New
SAM
298
Shell Asset Management
Netherlands
$251K +$2.25K +9 +0.5%
OC
299
Oppenheimer & Co
New York
$250K +$144K +575 +53%
VWM
300
Venturi Wealth Management
Texas
$248K +$135K +540 +49%