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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
S
276
SignatureFD
Georgia
$53.5K +$19.7K +428 +54%
OCM
277
Osbon Capital Management
Massachusetts
$49.4K +$52K +1,129 New
ECSS
278
Eurizon Capital SGR SpA
$48.1K +$49.4K +1,072 New
SPIA
279
Steward Partners Investment Advisory
New York
$44.6K -$20.5K -445 -30%
AFG
280
Albion Financial Group
Utah
$43.7K – – –
SWM
281
Shelton Wealth Management
Texas
$43.7K – – –
BWL
282
Bogart Wealth LLC
Virginia
$43.7K +$46K +1,000 New
PA
283
Parallel Advisors
California
$41.5K +$5.02K +109 +13%
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$35.3K +$37.2K +808 New
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$26.2K – – –
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$25.4K -$8.79K -191 -25%
SCM
287
Sterling Capital Management
North Carolina
$24.7K +$16.6K +361 +177%
BC
288
Bayforest Capital
United Kingdom
$24.6K +$25.9K +562 New
EW
289
Elyxium Wealth
California
$23.6K +$24.8K +539 New
CL
290
CSS LLC
Illinois
$21.7K -$635K -13,801 -97%
GWM
291
Geneos Wealth Management
Colorado
$21.5K – – –
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$20.9K -$4.14K -90 -16%
EC
293
Elequin Capital
New York
$20.7K +$21.8K +473 New
PMFA
294
Plante Moran Financial Advisors
Michigan
$19.1K +$19.4K +421 +2,807%
NA
295
NewEdge Advisors
Louisiana
$17.9K -$13.2K -287 -41%
VCM
296
Versant Capital Management
Arizona
$17.8K -$23.9K -518 -56%
IA
297
IFP Advisors
Florida
$17.1K -$9.16K -199 -34%
CFB
298
Cullen/Frost Bankers
Texas
$16.7K +$1.7K +37 +11%
YDMI
299
Y.D. More Investments
Israel
$16.6K – – –
AA
300
Ancora Advisors
Ohio
$16.4K – – –