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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$29K +$30.3K +263 New
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$27K +$23.7K +206 +542%
MCC
403
Money Concepts Capital
Florida
$27K +$28.1K +244 New
PCM
404
Penserra Capital Management
California
$26K +$1.84K +16 +7%
CHA
405
Carmichael Hill & Associates
Maryland
$26K +$16.5K +143 +154%
SIC
406
SJS Investment Consulting
Ohio
$25K +$26.8K +233 New
FMTCOCP
407
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K +$23K +200 New
HFA
408
HC Financial Advisors
California
$20K +$20.7K +180 New
LFG
409
Larson Financial Group
Missouri
$20K +$21.5K +187 New
CCA
410
Column Capital Advisors
Indiana
$19K +$16.7K +145 +439%
HNB
411
Huntington National Bank
Ohio
$18K +$11.5K +100 +159%
HFS
412
Hantz Financial Services
Michigan
$18K +$18.6K +161 New
MAM
413
Meeder Asset Management
Ohio
$16K -$93K -807 -84%
ATC
414
Adirondack Trust Company
New York
$16K – – –
AIM
415
Anchor Investment Management
South Carolina
$15.4K – – –
AWM
416
Avior Wealth Management
Nebraska
$15K +$13.8K +120 +480%
MIM
417
Macroview Investment Management
Maryland
$15K +$15.8K +137 New
CFGS
418
Concourse Financial Group Securities
Alabama
$14K -$6.57K -57 -30%
GWS
419
Glassman Wealth Services
Virginia
$14K +$11.4K +99 +319%
HWA
420
HHM Wealth Advisors
Tennessee
$13K +$3.46K +30 +35%
SWA
421
SOA Wealth Advisors
New York
$13K +$14.4K +125 New
NL
422
NVWM LLC
Pennsylvania
$12K -$5.99K -52 -32%
CT
423
Clearstead Trust
Maine
$12K – – –
AIM
424
Achmea Investment Management
Netherlands
$12K +$12.7K +110 New
HFM
425
Harvest Fund Management
China
$11K – – –
15 16
17
18 19