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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Anchor Investment Management
South Carolina
$1.05K
AW
302
Avion Wealth
Texas
$1K -$422 -12 -19%
FFG
303
Forum Finance Group
$1K +$1.76K +50 New
CFB
304
Cullen/Frost Bankers
Texas
$949 -$12.2K -346 -90%
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$872 -$4.79K -136 -80%
BIA
306
Bell Investment Advisors
California
$744 -$387 -11 -28%
AssetMark Inc
307
AssetMark Inc
California
$641 -$70 -2 -7%
HHCP
308
Hilton Head Capital Partners
South Carolina
$641 +$880 +25 New
EP
309
Essential Partners
California
$616 +$35 +1 +4%
MTIC
310
Missouri Trust & Investment Company
Missouri
$564
CPG
311
Cornerstone Planning Group
New Jersey
$562 +$70 +2 +13%
SC
312
Sawyer & Company
Massachusetts
$436
SWM
313
SHP Wealth Management
Massachusetts
$435
RWS
314
Retirement Wealth Solutions
Wisconsin
$385 -$176 -5 -25%
QWM
315
Quaker Wealth Management
New Jersey
$360 +$493 +14 New
TWD
316
True Wealth Design
Ohio
$334 -$1.97K -56 -81%
IAS
317
IMA Advisory Services
Colorado
$333 -$106 -3 -19%
FC
318
Fairscale Capital
New Hampshire
$308
NB
319
NBT Bank
New York
$282 +$387 +11 New
PWPS
320
Pinnacle Wealth Planning Services
Ohio
$257 -$28.1K -798 -99%
JFA
321
JNBA Financial Advisors
Minnesota
$257
SVCP
322
Silicon Valley Capital Partners
California
$257
ADL
323
Asset Dedication LLC
California
$206
CW
324
Curio Wealth
Maryland
$154
SIC
325
Salem Investment Counselors
North Carolina
$154 +$211 +6 New