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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$6.44K +$684 +11 +9%
RIL
327
Rothschild Investment LLC
Illinois
$6.21K +$2.49K +40 +42%
PFG
328
Putney Financial Group
California
$5.43K +$7.34K +118 New
PVI
329
Pine Valley Investments
New Jersey
$5.39K +$7.27K +117 New
PWA
330
Physician Wealth Advisors
Utah
$5.25K +$1.49K +24 +27%
EWA
331
EverSource Wealth Advisors
Alabama
$5.11K +$4.79K +77 +226%
CA
332
CoreCap Advisors
Michigan
$4.83K -$5.1K -82 -44%
CMA
333
Cedar Mountain Advisors
Oregon
$4.6K
FFA
334
Frazier Financial Advisors
Ohio
$4.6K
HWA
335
Heritage Wealth Advisors
Virginia
$4.6K
MSG
336
Main Street Group
Virginia
$4.6K
AAP
337
Arax Advisory Partners
Colorado
$4.05K +$995 +16 +22%
SCM
338
Sterling Capital Management
North Carolina
$3.82K +$124 +2 +2%
GCS
339
Gordian Capital (Singapore)
Singapore
$3.78K -$62 -1 -1%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$3.73K +$249 +4 +4%
Bessemer Group
341
Bessemer Group
New Jersey
$3K -$311 -5 -7%
AW
342
Avion Wealth
Texas
$3K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$3K +$3.61K +58 New
SS
344
Sunbelt Securities
Texas
$2.76K
TWD
345
True Wealth Design
Ohio
$2.72K +$186 +3 +5%
CA
346
Continuum Advisory
Idaho
$2.49K +$435 +7 +15%
IWM
347
Inlight Wealth Management
Georgia
$2.39K +$3.23K +52 New
PWMG
348
Prestige Wealth Management Group
New Jersey
$2.3K -$62 -1 -2%
BIG
349
Brooklyn Investment Group
New York
$2.3K
FFL
350
Financial Freedom LLC
Ohio
$2.3K