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Upstart Holdings

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