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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
301
Kayne Anderson Rudnick Investment Management
California
$13.1K
MHR
302
Matthew Hamilton Rosenberg
$13.1K
QCG
303
Quadrant Capital Group
Ohio
$12.7K +$6.31K +137 +89%
SAM
304
Smartleaf Asset Management
Massachusetts
$12K +$4.01K +87 +48%
SAG
305
SageView Advisory Group
California
$11.3K +$11.9K +259 New
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$9.8K +$1.1K +24 +12%
SIS
307
Sound Income Strategies
Florida
$9.62K +$9.21K +200 New
TCM
308
Triumph Capital Management
Colorado
$9.27K +$9.76K +212 New
KAS
309
Kemnay Advisory Services
New York
$9.01K +$9.48K +206 New
C
310
Covestor
United Kingdom
$9K
IIM
311
IFC & Insurance Marketing
California
$9K +$9.21K +200 New
BWA
312
Basecamp Wealth Advisors
Washington
$8.79K +$9.26K +201 New
BC
313
Broadwater Capital
Massachusetts
$8.75K
CSB
314
City State Bank
Iowa
$8.75K
DB
315
Danske Bank
Denmark
$8.75K
WSFS
316
Wilmington Savings Fund Society
Delaware
$8.75K
RFP
317
Root Financial Partners
California
$8.62K -$10.5K -228 -54%
NWM
318
Nova Wealth Management
Florida
$8.53K -$92 -2 -1%
NEWAS
319
N.E.W. Advisory Services
Wisconsin
$7.43K -$645 -14 -8%
DWM
320
Dogwood Wealth Management
Kansas
$7.21K
EWA
321
EverSource Wealth Advisors
Alabama
$7.04K +$3.22K +70 +77%
Bessemer Group
322
Bessemer Group
New Jersey
$7K
BOJHT
323
Bank of Jackson Hole Trust
Wyoming
$6.82K +$7.18K +156 New
AF
324
Advisornet Financial
Minnesota
$6.56K -$230K -5,000 -97%
ATC
325
Adirondack Trust Company
New York
$6.56K