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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
426
Heritage Wealth Advisors
Virginia
$11K
PFBT
427
Parkside Financial Bank & Trust
Missouri
$11K
SWM
428
Sugarloaf Wealth Management
Georgia
$11K
OLVIG
429
Oliver Lagore Vanvalin Investment Group
Michigan
$11K +$9.1K +79 New
HA
430
Herold Advisors
New York
$10.9K +$11.5K +100 New
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
$10.4K
EC
432
Elequin Capital
New York
$10K +$10.4K +90 New
HWM
433
Holloway Wealth Management
Florida
$9K
EWM
434
Evermay Wealth Management
Virginia
$8K
FCG
435
Financial Connections Group
California
$8K +$2.3K +20 +33%
BBPWM
436
Blue Bell Private Wealth Management
Pennsylvania
$8K +$5.53K +48 +209%
Credit Agricole
437
Credit Agricole
France
$7K
EFS
438
Econ Financial Services
Pennsylvania
$6K
SSB
439
Sandy Spring Bank
Maryland
$6K
TCM
440
Tradewinds Capital Management
Washington
$6K
AIP
441
Ahrens Investment Partners
Louisiana
$5K -$5.76K -50 -50%
CCM
442
Covington Capital Management
California
$5K
OC
443
Oakworth Capital
Alabama
$5K
PSB
444
Piscataqua Savings Bank
New Hampshire
$5K
RDIA
445
RE Dickinson Investment Advisors
Iowa
$5K +$807 +7 +16%
PCG
446
Private Capital Group
Connecticut
$5K +$4.72K +41 New
Loomis, Sayles & Company
447
Loomis, Sayles & Company
Massachusetts
$5K +$5.53K +48 New
LPWM
448
Lake Point Wealth Management
Texas
$4K
MS
449
Mizuho Securities
Japan
$4K
GC
450
Gould Capital
Washington
$4K +$922 +8 +27%