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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
326
Retirement Wealth Solutions
Wisconsin
$1.03K +$431 +14 +93%
AW
327
Avion Wealth
Texas
$1K
FFG
328
Forum Finance Group
$1K
WFA
329
West Financial Advisors
Iowa
$993 +$863 +28 New
PS
330
PayPay Securities
Japan
$921 -$401 -13 -33%
HHCP
331
Hilton Head Capital Partners
South Carolina
$886
JFA
332
JNBA Financial Advisors
Minnesota
$851 +$431 +14 +140%
SGFG
333
Silver Grove Financial Group
New York
$815 +$709 +23 New
IAS
334
IMA Advisory Services
Colorado
$709 +$216 +7 +54%
CFM
335
Cornerstone Financial Management
Massachusetts
$709 +$616 +20 New
SC
336
SouthState Corp
Florida
$709 +$616 +20 New
AssetMark Inc
337
AssetMark Inc
California
$638 -$216 -7 -28%
SC
338
Sawyer & Company
Massachusetts
$602
SWM
339
SHP Wealth Management
Massachusetts
$602
EC
340
Elequin Capital
New York
$567 -$4.5K -146 -90%
MNA
341
Manning & Napier Advisors
New York
$560 +$493 +16 New
CPG
342
Cornerstone Planning Group
New Jersey
$516
TWD
343
True Wealth Design
Ohio
$461
FC
344
Fairscale Capital
New Hampshire
$425
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$390 -$1.73K -56 -84%
QWM
346
Quaker Wealth Management
New Jersey
$390 -$92 -3 -21%
NB
347
NBT Bank
New York
$390
ADL
348
Asset Dedication LLC
California
$284
PS
349
Planning Strategies
Pennsylvania
$283 +$247 +8 New
SIC
350
Salem Investment Counselors
North Carolina
$213