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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$79K
EVM
352
Eaton Vance Management
Massachusetts
$78K +$103K +413 +405%
TCWM
353
Total Clarity Wealth Management
Illinois
$74K +$2.75K +11 +2%
APP
354
Alpha Paradigm Partners
Illinois
$58K -$216K -864 -69%
IA
355
IFP Advisors
Florida
$53K -$111K -443 -56%
FWM
356
Focused Wealth Management
New York
$48K +$79.9K +320 New
Fuller & Thaler Asset Management
357
Fuller & Thaler Asset Management
California
$47K -$23.1M -92,483 -100%
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$47K +$78.2K +313 New
JWM
359
Janiczek Wealth Management
Colorado
$46K +$76.2K +305 New
CCM
360
Cribstone Capital Management
Maine
$45K
EW
361
Evoke Wealth
California
$45K +$13.7K +55 +22%
Man Group
362
Man Group
United Kingdom
$45K +$73.7K +295 New
RA
363
Rise Advisors
New York
$40.1K +$66.2K +265 New
BFC
364
Bedel Financial Consulting
Indiana
$40K +$3.5K +14 +6%
FAG
365
Fortitude Advisory Group
Washington
$38K +$62.4K +250 New
KCM
366
KRS Capital Management
Michigan
$38K +$63.7K +255 New
VI
367
Vestcor Inc
New Brunswick, Canada
$36K +$60K +240 New
PCM
368
Penserra Capital Management
California
$33K -$7.84M -31,379 -99%
JWA
369
JFS Wealth Advisors
Pennsylvania
$30K -$12.5K -50 -20%
TFGT
370
TS Financial Group (TSFG)
Illinois
$30K
CTC
371
Central Trust Company
Missouri
$30K +$25K +100 +100%
PMFA
372
Plante Moran Financial Advisors
Michigan
$30K +$50K +200 New
CFGS
373
Concourse Financial Group Securities
Alabama
$29K +$13.2K +53 +39%
TSWM
374
Tyler-Stone Wealth Management
Ohio
$26K +$43.2K +173 New
Bank Julius Baer & Co
375
Bank Julius Baer & Co
Switzerland
$26K +$43.7K +175 New