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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
326
Adirondack Trust Company
New York
$6.56K – – –
SFG
327
Strive Financial Group
Indiana
$5.86K +$6.17K +134 New
KFP
328
Kerr Financial Planning
California
$5.2K – – –
GRP
329
Global Retirement Partners
California
$4.99K -$6.26K -136 -54%
FFO
330
Fortitude Family Office
Arizona
$4.9K -$829 -18 -14%
RIL
331
Rothschild Investment LLC
Illinois
$4.81K -$691 -15 -12%
AAP
332
Arax Advisory Partners
Colorado
$4.68K -$11.2K -243 -69%
CMA
333
Cedar Mountain Advisors
Oregon
$4.37K – – –
FFA
334
Frazier Financial Advisors
Ohio
$4.37K – – –
HWA
335
Heritage Wealth Advisors
Virginia
$4.37K – – –
SGK
336
Steigerwald Gordon & Koch
Virginia
$3.06K – – –
TWD
337
True Wealth Design
Ohio
$3.02K -$599 -13 -16%
CA
338
Centerpoint Advisors
Massachusetts
$3K +$3.45K +75 New
QL
339
Quarry LP
New York
$2.54K -$20.4K -443 -88%
BFS
340
Bare Financial Services
Pennsylvania
$2.49K +$1.52K +33 +138%
TWC
341
TD Waterhouse Canada
Ontario, Canada
$2.45K -$230 -5 -8%
WAM
342
Wolverine Asset Management
Illinois
$2.32K -$83.5K -1,813 -97%
IWM
343
Inlight Wealth Management
Georgia
$2.27K – – –
FFL
344
Financial Freedom LLC
Ohio
$2.19K – – –
PWMG
345
Prestige Wealth Management Group
New Jersey
$2.19K – – –
YP
346
YANKCOM Partnership
South Dakota
$2.1K +$2.21K +48 New
AW
347
Avion Wealth
Texas
$2K -$460 -10 -14%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$1.93K +$92 +2 +5%
NL
349
NVWM LLC
Pennsylvania
$1.88K – – –
AIM
350
Anchor Investment Management
South Carolina
$1.79K – – –
12 13
14
15 16