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Upstart Holdings

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