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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$5.49K – – –
KFP
302
Kerr Financial Planning
California
$5.32K – – –
ATC
303
Adirondack Trust Company
New York
$5.31K – – –
Bessemer Group
304
Bessemer Group
New Jersey
$5K +$924 +30 +30%
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$4.82K +$3.88K +126 +1,260%
PIS
306
POM Investment Strategies
North Carolina
$3.72K +$3.23K +105 New
CMA
307
Cedar Mountain Advisors
Oregon
$3.54K – – –
FFA
308
Frazier Financial Advisors
Ohio
$3.54K – – –
HWA
309
Heritage Wealth Advisors
Virginia
$3.54K – – –
MSG
310
Main Street Group
Virginia
$3.54K – – –
SWM
311
Spire Wealth Management
Virginia
$3.54K +$3.08K +100 New
WETS
312
Wealth Enhancement Trust Services
South Dakota
$3.52K – – –
PWA
313
Physician Wealth Advisors
Utah
$3.44K +$123 +4 +4%
GRP
314
Global Retirement Partners
California
$3.08K +$2.68K +87 New
TWC
315
TD Waterhouse Canada
Ontario, Canada
$2.86K -$92 -3 -4%
FFO
316
Fortitude Family Office
Arizona
$2.73K – – –
KCM
317
Key Capital Management
Tennessee
$2.69K – – –
SGK
318
Steigerwald Gordon & Koch
Virginia
$2.48K – – –
WAM
319
Wolverine Asset Management
Illinois
$1.88K – – –
PFBT
320
Parkside Financial Bank & Trust
Missouri
$1.77K – – –
PWMG
321
Prestige Wealth Management Group
New Jersey
$1.77K – – –
EP
322
Essential Partners
California
$1.77K +$801 +26 +108%
NL
323
NVWM LLC
Pennsylvania
$1.52K – – –
AIM
324
Anchor Investment Management
South Carolina
$1.45K – – –
NEWAS
325
N.E.W. Advisory Services
Wisconsin
$1.21K – – –