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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Salem Investment Counselors
North Carolina
$213 – – –
MP
352
McDonald Partners
Ohio
$213 +$185 +6 New
SEP
353
Signature Equity Partners
Ohio
$177 – – –
SHIM
354
Stone House Investment Management
Pennsylvania
$177 +$154 +5 New
AA
355
Addison Advisors
Vermont
$142 – – –
GJIA
356
Glass Jacobson Investment Advisors
Maryland
$142 – – –
IRC
357
Investors Research Corp
Georgia
$142 – – –
NL
358
NorthAvenue LLC
Ohio
$142 +$123 +4 New
JWM
359
JPL Wealth Management
Colorado
$107 +$92 +3 New
PWA
360
Principia Wealth Advisory
Texas
$71 -$31 -1 -33%
WA
361
WPG Advisers
Maryland
$71 – – –
SFG
362
Strive Financial Group
Indiana
$71 +$62 +2 New
TFA
363
Transamerica Financial Advisors
Florida
$70 – – –
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$36 – – –
GIA
365
GHP Investment Advisors
Colorado
$36 – – –
JWA
366
JFS Wealth Advisors
Pennsylvania
$36 – – –
SWP
367
Strategic Wealth Partners
Ohio
$35 – – –
APFP
368
Action Point Financial Planning
Michigan
$35 +$31 +1 New
CA
369
Continuum Advisory
Idaho
$35 +$31 +1 New
KC
370
Kadensa Capital
Hong Kong
– -$15.1M -589,871 Closed
GWMR
371
GC Wealth Management RIA
Massachusetts
– -$8.84M -344,646 Closed
D.E. Shaw & Co
372
D.E. Shaw & Co
New York
– -$8.23M -267,076 Closed
Voloridge Investment Management
373
Voloridge Investment Management
Florida
– -$5.52M -215,345 Closed
Connor, Clark & Lunn Investment Management (CC&L)
374
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.63M -180,606 Closed
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
– -$5.16M -167,379 Closed