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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
JRP
301
Jasper Ridge Partners
California
$245K
SWM
302
Spire Wealth Management
Virginia
$245K +$134K +537 +57%
WWM
303
Western Wealth Management
Colorado
$244K +$404K +1,616 New
EL
304
Essex LLC
Illinois
$242K
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$108K +431 +37%
WMA
306
Wealth Management Associates
New Jersey
$238K +$44.2K +177 +13%
EDRIA
307
Edmonds Duncan Registered Investment Advisors
Kansas
$238K +$82.7K +331 +17%
JWCA
308
J.W. Cole Advisors
Florida
$235K +$66.9K +268 +21%
XS
309
XR Securities
Illinois
$229K +$378K +1,514 New
BCA
310
Bay Colony Advisors
Massachusetts
$228K +$145K +580 +63%
AIM
311
Arcadia Investment Management
Michigan
$228K +$376K +1,507 New
HCMT
312
Highland Capital Management (Tennessee)
Tennessee
$227K +$375K +1,500 New
CLOS
313
Compagnie Lombard Odier SCmA
Switzerland
$226K +$222K +890 +148%
SSCA
314
South Shore Capital Advisors
Massachusetts
$226K +$373K +1,493 New
Impax Asset Management Group
315
Impax Asset Management Group
United Kingdom
$224K +$370K +1,481 New
HH
316
Hilltop Holdings
Texas
$221K +$365K +1,460 New
Brown Advisory
317
Brown Advisory
Maryland
$210K +$346K +1,386 New
Manulife (Manufacturers Life Insurance)
318
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209K -$159K -637 -32%
AA
319
ALPS Advisors
Colorado
$209K +$6.99K +28 +2%
IC
320
Intersect Capital
California
$209K +$159K +637 +86%
PA
321
PFG Advisors
Arizona
$209K +$345K +1,380 New
RG
322
Rathbones Group
United Kingdom
$207K +$341K +1,367 New
MCP
323
Mirador Capital Partners
California
$204K +$337K +1,350 New
IF
324
Insight Folios
North Carolina
$203K +$335K +1,342 New
CL
325
CSS LLC
Illinois
$202K