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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
426
Lake Point Wealth Management
Texas
$5K +$3.75K +15 +75%
GC
427
Gould Capital
Washington
$5K +$7.49K +30 New
C
428
Covestor
United Kingdom
$5K +$7.74K +31 New
CCA
429
Column Capital Advisors
Indiana
$5K +$8.24K +33 New
MS
430
Mizuho Securities
Japan
$5K +$8.24K +33 New
HNWA
431
Henrickson Nauta Wealth Advisors
Michigan
$5K +$13.7K +55 New
AII
432
AGF Investments Inc
Ontario, Canada
$4K +$2.25K +9 +47%
HR
433
Howe & Rusling
New York
$4K +$2.5K +10 +67%
GI
434
Gradient Investments
Minnesota
$4K +$6K +24 New
NSIM
435
North Star Investment Management
Illinois
$4K +$6K +24 New
CWP
436
Concord Wealth Partners
Virginia
$4K +$6.25K +25 New
SPA
437
Shore Point Advisors
New Jersey
$4K +$6.25K +25 New
AF
438
Allworth Financial
California
$3K -$15K -60 -73%
AWM
439
Avior Wealth Management
Nebraska
$3K – – –
AWM
440
Accel Wealth Management
Iowa
$3K +$250 +1 +5%
RFA
441
Reilly Financial Advisors
California
$3K +$4.25K +17 New
CHC
442
City Holding Co
West Virginia
$3K +$5K +20 New
CFD
443
Creative Financial Designs
Indiana
$3K +$5K +20 New
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$5K +20 New
MTIC
445
Missouri Trust & Investment Company
Missouri
$3K +$5.5K +22 New
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$3K +$5.75K +23 New
WPA
447
West Paces Advisors
Georgia
$2.27K +$2.25K +9 +150%
BIA
448
Bell Investment Advisors
California
$2K -$250 -1 -7%
PWMG
449
Prestige Wealth Management Group
New Jersey
$2K – – –
PO
450
Private Ocean
California
$2K +$749 +3 +27%
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