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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
301
Tyler-Stone Wealth Management
Ohio
$321K +$320K +2,774 +1,603%
TFS
302
Thoroughbred Financial Services
Tennessee
$318K +$336K +2,919 New
AWM
303
Axxcess Wealth Management
California
$313K +$330K +2,867 New
SPIA
304
Steward Partners Investment Advisory
New York
$312K +$196K +1,700 +146%
CCG
305
Capital CS Group
California
$304K -$37.7K -327 -10%
DAS
306
Dynamic Advisor Solutions
Arizona
$286K +$303K +2,626 New
HSA
307
Hussman Strategic Advisors
Maryland
$284K +$300K +2,600 New
IWC
308
Integrated Wealth Concepts
Massachusetts
$280K +$87.9K +763 +42%
GAM
309
Gemmer Asset Management
California
$269K +$285K +2,474 New
PWM
310
Purus Wealth Management
California
$265K +$3.11K +27 +1%
CC
311
Commons Capital
Massachusetts
$262K +$46.1K +400 +20%
LOIM
312
Liberty One Investment Management
Illinois
$260K +$149K +1,290 +118%
Canada Pension Plan Investment Board
313
Canada Pension Plan Investment Board
Ontario, Canada
$257K +$271K +2,350 New
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K +$110K +953 +69%
IFG
315
Independent Financial Group
California
$254K +$19.6K +170 +8%
AIM
316
Arcadia Investment Management
Michigan
$248K +$88.7K +770 +51%
FB
317
First Bancorp
Maine
$246K +$11.5K +100 +5%
SWM
318
Spire Wealth Management
Virginia
$246K +$89.6K +778 +53%
PIA
319
Perennial Investment Advisors
California
$245K +$5.07K +44 +2%
AIM
320
Aigen Investment Management
New York
$240K -$2.24M -19,419 -90%
IWM
321
IHT Wealth Management
Illinois
$240K +$254K +2,201 New
SSCA
322
South Shore Capital Advisors
Massachusetts
$239K +$80.8K +701 +47%
FFA
323
First Foundation Advisors
California
$237K +$20.4K +177 +9%
JWCA
324
J.W. Cole Advisors
Florida
$231K +$65.2K +566 +36%
AAS
325
Avantax Advisory Services
Texas
$230K +$45K +391 +23%