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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CB
276
Commerce Bank
Missouri
$238K +$180K +3,675 New
William Blair & Company
277
William Blair & Company
Illinois
$233K +$177K +3,600 New
IFG
278
Independent Financial Group
California
$231K +$175K +3,568 New
FHA
279
Flagship Harbor Advisors
Massachusetts
$230K +$174K +3,555 New
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$228K +$173K +3,527 New
GWM
281
GDS Wealth Management
Texas
$223K +$169K +3,453 New
KMWM
282
Keudell/Morrison Wealth Management
Oregon
$223K +$169K +3,450 New
Cerity Partners
283
Cerity Partners
New York
$219K -$148K -3,028 -47%
TFA
284
Toth Financial Advisory
Virginia
$217K +$154K +3,150 +1,500%
SAI
285
Savvy Advisors Inc
New York
$217K +$165K +3,358 New
BCI
286
Brinker Capital Investments
Pennsylvania
$217K +$164K +3,354 New
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
$216K +$164K +3,345 New
CIP
288
Cornerstone Investment Partners
Georgia
$213K +$162K +3,296 New
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
$212K +$73.6K +1,500 +85%
TCWM
290
Total Clarity Wealth Management
Illinois
$210K +$159K +3,250 New
AI
291
Atria Investments
North Carolina
$208K -$71.5K -1,458 -31%
HighTower Advisors
292
HighTower Advisors
Illinois
$207K +$157K +3,197 New
WIM
293
Westside Investment Management
California
$203K
LSA
294
Leonteq Securities AG
Switzerland
$187K -$12.6K -256 -8%
AB
295
Amalgamated Bank
New York
$178K
OCM
296
Orion Capital Management
California
$178K -$490 -10 -0.4%
KBC Group
297
KBC Group
Belgium
$156K -$65.1K -1,328 -35%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$19.1K -389 -14%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$148K +$16.4K +334 +17%
TPWA
300
Twin Peaks Wealth Advisors
California
$144K +$112K +2,275 New