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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
326
Cedar Mountain Advisors
Oregon
$6.16K -$3.12K -50 -33%
HWA
327
Heritage Wealth Advisors
Virginia
$6.16K
MSG
328
Main Street Group
Virginia
$6.16K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$5.92K -$2.81K -45 -31%
RIL
330
Rothschild Investment LLC
Illinois
$5.85K +$312 +5 +6%
NWWA
331
New Wave Wealth Advisors
Arkansas
$5.73K +$5.8K +93 New
PWA
332
Physician Wealth Advisors
Utah
$5.54K +$5.61K +90 New
HMS
333
Hanseatic Management Services
New Mexico
$5.42K +$5.49K +88 New
GCS
334
Gordian Capital (Singapore)
Singapore
$4.99K
A
335
AlphaQuest
New York
$4.99K -$102K -1,642 -95%
SCM
336
Sterling Capital Management
North Carolina
$4.99K +$125 +2 +3%
PIS
337
POM Investment Strategies
North Carolina
$4.5K
AAP
338
Arax Advisory Partners
Colorado
$4.43K +$561 +9 +14%
Bessemer Group
339
Bessemer Group
New Jersey
$4K
SS
340
Sunbelt Securities
Texas
$3.8K +$3.74K +60 New
TWC
341
TD Waterhouse Canada
Ontario, Canada
$3.75K
PPA
342
Painted Porch Advisors
California
$3.69K -$997 -16 -21%
TWD
343
True Wealth Design
Ohio
$3.45K +$62 +1 +2%
PWMG
344
Prestige Wealth Management Group
New Jersey
$3.14K
FFL
345
Financial Freedom LLC
Ohio
$3.08K
BIG
346
Brooklyn Investment Group
New York
$3.08K +$3.12K +50 New
Lazard Asset Management
347
Lazard Asset Management
New York
$3K -$7.79K -125 -71%
AW
348
Avion Wealth
Texas
$3K
HWM
349
Hemington Wealth Management
Virginia
$3K +$249 +4 +9%
CA
350
Continuum Advisory
Idaho
$2.89K +$2.87K +46 +4,600%