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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Versant Capital Management
Arizona
$11.9K – – –
LC
302
Lindbrook Capital
California
$11.7K -$1.62K -26 -9%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$3.17K +51 +26%
LFG
304
Larson Financial Group
Missouri
$11.3K +$3.05K +49 +25%
A
305
AlphaQuest
New York
$10.9K +$9.64K +155 +191%
BCV
306
Banque Cantonale Vaudoise
Switzerland
$10K +$13.4K +215 New
TFA
307
Toth Financial Advisory
Virginia
$9.67K – – –
MCM
308
MAI Capital Management
Ohio
$9.39K – – –
BC
309
Broadwater Capital
Massachusetts
$9.21K – – –
CSB
310
City State Bank
Iowa
$9.21K – – –
DB
311
Danske Bank
Denmark
$9.21K – – –
WSFS
312
Wilmington Savings Fund Society
Delaware
$9.21K – – –
FAM
313
Flaharty Asset Management
Florida
$9.21K +$12.4K +200 New
NEWAS
314
N.E.W. Advisory Services
Wisconsin
$9.21K +$12.4K +200 New
C
315
Covestor
United Kingdom
$9K +$62 +1 +0.5%
SC
316
SouthState Corp
Florida
$8.29K +$11.2K +180 New
AF
317
Allworth Financial
California
$8.09K -$1.62K -26 -13%
DWM
318
Dogwood Wealth Management
Kansas
$7.59K – – –
HFS
319
Hopwood Financial Services
Virginia
$7.5K – – –
GWSG
320
GPS Wealth Strategies Group
Colorado
$7.32K – – –
SAM
321
Smartleaf Asset Management
Massachusetts
$7.09K +$3.11K +50 +50%
AWM
322
Accredited Wealth Management
Kentucky
$7.09K +$9.57K +154 New
ATC
323
Adirondack Trust Company
New York
$6.9K – – –
T
324
Transce3nd
Texas
$6.63K -$4.48K -72 -32%
CFB
325
Cullen/Frost Bankers
Texas
$6.58K +$1.3K +21 +17%
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13
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