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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
326
Strive Financial Group
Indiana
$5.86K +$6.17K +134 New
KFP
327
Kerr Financial Planning
California
$5.2K – – –
GRP
328
Global Retirement Partners
California
$4.99K -$6.26K -136 -54%
FFO
329
Fortitude Family Office
Arizona
$4.9K -$829 -18 -14%
RIL
330
Rothschild Investment LLC
Illinois
$4.81K -$691 -15 -12%
AAP
331
Arax Advisory Partners
Colorado
$4.68K -$11.2K -243 -69%
CMA
332
Cedar Mountain Advisors
Oregon
$4.37K – – –
FFA
333
Frazier Financial Advisors
Ohio
$4.37K – – –
HWA
334
Heritage Wealth Advisors
Virginia
$4.37K – – –
SGK
335
Steigerwald Gordon & Koch
Virginia
$3.06K – – –
TWD
336
True Wealth Design
Ohio
$3.02K -$599 -13 -16%
CA
337
Centerpoint Advisors
Massachusetts
$3K +$3.45K +75 New
QL
338
Quarry LP
New York
$2.54K -$20.4K -443 -88%
BFS
339
Bare Financial Services
Pennsylvania
$2.49K +$1.52K +33 +138%
TWC
340
TD Waterhouse Canada
Ontario, Canada
$2.45K -$230 -5 -8%
WAM
341
Wolverine Asset Management
Illinois
$2.32K -$83.5K -1,813 -97%
IWM
342
Inlight Wealth Management
Georgia
$2.27K – – –
FFL
343
Financial Freedom LLC
Ohio
$2.19K – – –
PWMG
344
Prestige Wealth Management Group
New Jersey
$2.19K – – –
YP
345
YANKCOM Partnership
South Dakota
$2.1K +$2.21K +48 New
AW
346
Avion Wealth
Texas
$2K -$460 -10 -14%
PFBT
347
Parkside Financial Bank & Trust
Missouri
$1.93K +$92 +2 +5%
NL
348
NVWM LLC
Pennsylvania
$1.88K – – –
AIM
349
Anchor Investment Management
South Carolina
$1.79K – – –
BIA
350
Bell Investment Advisors
California
$1.75K – – –
12 13
14
15 16