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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Versant Capital Management
Arizona
$15.9K +$6.05K +97 +60%
T
302
Transce3nd
Texas
$14.1K +$14K +224 New
AF
303
Allworth Financial
California
$13.1K +$1.56K +25 +14%
OIA
304
Optimum Investment Advisors
Illinois
$12.9K -$6.23K -100 -32%
TFA
305
Toth Financial Advisory
Virginia
$12.9K – – –
MCM
306
MAI Capital Management
Ohio
$12.6K +$12.7K +204 New
DB
307
Danske Bank
Denmark
$12.3K -$68.6K -1,100 -85%
BC
308
Broadwater Capital
Massachusetts
$12.3K – – –
CSB
309
City State Bank
Iowa
$12.3K – – –
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$12.3K – – –
WSFS
311
Wilmington Savings Fund Society
Delaware
$12.3K – – –
LFG
312
Larson Financial Group
Missouri
$12.1K +$1.93K +31 +19%
C
313
Covestor
United Kingdom
$12K -$6.67K -107 -35%
GM
314
GeoWealth Management
Illinois
$11.6K -$125 -2 -1%
CA
315
CoreCap Advisors
Michigan
$11.5K +$4.05K +65 +53%
AWM
316
Avior Wealth Management
Nebraska
$10.3K +$9.97K +160 +2,286%
DWM
317
Dogwood Wealth Management
Kansas
$10.2K +$10.3K +165 New
HFS
318
Hopwood Financial Services
Virginia
$10K +$10.2K +163 New
GWSG
319
GPS Wealth Strategies Group
Colorado
$9.79K – – –
ATC
320
Adirondack Trust Company
New York
$9.23K – – –
RA
321
Rise Advisors
New York
$8.99K -$2.74K -44 -23%
PTC
322
Private Trust Company
Ohio
$7.94K +$8.04K +129 New
CFB
323
Cullen/Frost Bankers
Texas
$7.51K +$7.61K +122 New
FFA
324
Frazier Financial Advisors
Ohio
$6.33K – – –
SAM
325
Smartleaf Asset Management
Massachusetts
$6.33K +$5.3K +85 +567%
11 12
13
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