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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
401
Bedel Financial Consulting
Indiana
$30K +$1.61K +14 +5%
FHA
402
First Horizon Advisors
Tennessee
$29K +$30.3K +263 New
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$27K +$23.7K +206 +542%
MCC
404
Money Concepts Capital
Florida
$27K +$28.1K +244 New
PCM
405
Penserra Capital Management
California
$26K +$1.84K +16 +7%
CHA
406
Carmichael Hill & Associates
Maryland
$26K +$16.5K +143 +154%
SIC
407
SJS Investment Consulting
Ohio
$25K +$26.8K +233 New
FMTCOCP
408
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K +$23K +200 New
HFA
409
HC Financial Advisors
California
$20K +$20.7K +180 New
LFG
410
Larson Financial Group
Missouri
$20K +$21.5K +187 New
CCA
411
Column Capital Advisors
Indiana
$19K +$16.7K +145 +439%
HNB
412
Huntington National Bank
Ohio
$18K +$11.5K +100 +159%
HFS
413
Hantz Financial Services
Michigan
$18K +$18.6K +161 New
MAM
414
Meeder Asset Management
Ohio
$16K -$93K -807 -84%
ATC
415
Adirondack Trust Company
New York
$16K – – –
AIM
416
Anchor Investment Management
South Carolina
$15.4K – – –
AWM
417
Avior Wealth Management
Nebraska
$15K +$13.8K +120 +480%
MIM
418
Macroview Investment Management
Maryland
$15K +$15.8K +137 New
CFGS
419
Concourse Financial Group Securities
Alabama
$14K -$6.57K -57 -30%
GWS
420
Glassman Wealth Services
Virginia
$14K +$11.4K +99 +319%
HWA
421
HHM Wealth Advisors
Tennessee
$13K +$3.46K +30 +35%
SWA
422
SOA Wealth Advisors
New York
$13K +$14.4K +125 New
NL
423
NVWM LLC
Pennsylvania
$12K -$5.99K -52 -32%
CT
424
Clearstead Trust
Maine
$12K – – –
AIM
425
Achmea Investment Management
Netherlands
$12K +$12.7K +110 New
15 16
17
18 19