We are live on ! Find out more
UPST icon

Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
351
Bell Investment Advisors
California
$1.75K – – –
PWMG
352
Private Wealth Management Group
New Jersey
$1.71K – – –
KBFS
353
Kohmann Bosshard Financial Services
Ohio
$1.49K +$1.57K +34 New
ZBNA
354
Zions Bancorporation, National Association
Utah
$1.4K +$1.47K +32 New
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$1.36K +$1.1K +24 +343%
VWWMG
356
Vermillion & White Wealth Management Group
Pennsylvania
$1.35K +$1.43K +31 New
AssetMark Inc
357
AssetMark Inc
California
$1.18K -$599 -13 -33%
AUB
358
Atlantic Union Bankshares
Virginia
$1.18K +$1.24K +27 New
PS
359
PayPay Securities
Japan
$1.14K -$599 -13 -33%
DT
360
DV Trading
Illinois
$1.09K +$1.15K +25 New
EP
361
Essential Partners
California
$1.01K -$138 -3 -12%
MTIC
362
Missouri Trust & Investment Company
Missouri
$962 – – –
SA
363
Strategic Advocates
Utah
$944 -$184 -4 -16%
RWS
364
Retirement Wealth Solutions
Wisconsin
$875 +$230 +5 +33%
SC
365
Sawyer & Company
Massachusetts
$743 – – –
SWM
366
SHP Wealth Management
Massachusetts
$743 +$783 +17 New
IAS
367
IMA Advisory Services
Colorado
$699 +$737 +16 New
CPG
368
Cornerstone Planning Group
New Jersey
$691 -$47.7K -1,035 -98%
MCM
369
MAI Capital Management
Ohio
$616 -$18.4K -400 -97%
JWA
370
JFS Wealth Advisors
Pennsylvania
$569 – – –
CFM
371
Cornerstone Financial Management
Massachusetts
$568 +$599 +13 New
FC
372
Fairscale Capital
New Hampshire
$525 – – –
SHIM
373
Stone House Investment Management
Pennsylvania
$525 +$553 +12 New
SWP
374
Strategic Wealth Partners
Ohio
$481 +$46 +1 +10%
JFA
375
JNBA Financial Advisors
Minnesota
$438 – – –