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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
326
HBW Advisory Services
California
$203K +$126K +640 New
T
327
TrueFG
Texas
$201K +$123K +625 New
PWM
328
Perigon Wealth Management
California
$200K +$125K +633 New
LSA
329
Leonteq Securities AG
Switzerland
$194K -$268K -1,359 -69%
CLOS
330
Compagnie Lombard Odier SCmA
Switzerland
$190K
HI
331
Harbour Investments
Wisconsin
$180K +$59K +299 +111%
GCM
332
Gables Capital Management
Florida
$168K +$105K +530 New
HIA
333
Harbor Investment Advisory
Maryland
$165K +$82.8K +420 +420%
Lazard Asset Management
334
Lazard Asset Management
New York
$158K -$296K -1,500 -75%
PA
335
Parallel Advisors
California
$158K -$4.73K -24 -5%
TFA
336
Toth Financial Advisory
Virginia
$158K +$98.6K +500 New
TCWM
337
Total Clarity Wealth Management
Illinois
$151K +$93.9K +476 New
AWM
338
Atticus Wealth Management
Florida
$127K +$79.3K +402 New
CAGAS
339
Capital Advisory Group Advisory Services
Minnesota
$114K +$65.3K +331 +1,103%
DFCM
340
Dark Forest Capital Management
Puerto Rico
$114K +$70.8K +359 New
SFFS
341
Stonehage Fleming Financial Services
Jersey
$111K
SWA
342
SOA Wealth Advisors
New York
$101K +$8.88K +45 +16%
CCM
343
Cribstone Capital Management
Maine
$95K +$59.2K +300 New
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$95K +$59.2K +300 New
BFC
345
Bedel Financial Consulting
Indiana
$79K +$19.7K +100 +67%
JWA
346
JFS Wealth Advisors
Pennsylvania
$79K +$49.3K +250 New
EW
347
Evoke Wealth
California
$77K +$48.3K +245 New
GWM
348
Geneos Wealth Management
Colorado
$64K +$3.16K +16 +8%
TFGT
349
TS Financial Group (TSFG)
Illinois
$64K +$39.6K +201 New
ADL
350
Asset Dedication LLC
California
$58K +$986 +5 +3%