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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
451
Horan Securities
United States
$4K +$4.03K +35 New
GRP
452
Global Retirement Partners
California
$4K +$13.1K +114 New
WOC
453
West Oak Capital
California
$3K -$11.5K -100 -80%
CA
454
Clearstead Advisors
Ohio
$3K -$6.11K -53 -66%
NSIM
455
North Star Investment Management
Illinois
$3K – – –
YAL
456
Your Advocates Ltd
Texas
$3K – – –
PAI
457
Pittenger & Anderson Inc
Nebraska
$3K +$2.19K +19 +271%
AWM
458
Atticus Wealth Management
Florida
$3K +$2.77K +24 New
ZB
459
Zions Bancorporation
Utah
$3K +$2.77K +24 New
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +26 +867%
OAJ
461
Ogorek Anthony Joseph
New York
$3K +$4.03K +35 New
AF
462
Allworth Financial
California
$2K – – –
CHC
463
City Holding Co
West Virginia
$2K – – –
CFD
464
Creative Financial Designs
Indiana
$2K – – –
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K – – –
MTIC
466
Missouri Trust & Investment Company
Missouri
$2K – – –
PWMG
467
Prestige Wealth Management Group
New Jersey
$2K – – –
PO
468
Private Ocean
California
$2K +$461 +4 +29%
QC
469
Quent Capital
New York
$2K +$576 +5 +33%
GIA
470
GHP Investment Advisors
Colorado
$2K +$1.84K +16 New
SWA
471
Sutton Wealth Advisors
Florida
$1.2K +$1.27K +11 New
ASBI
472
American State Bank (Iowa)
Iowa
$1.09K – – –
FWM
473
Focused Wealth Management
New York
$1K -$35.7K -310 -97%
JWM
474
Janiczek Wealth Management
Colorado
$1K -$34.6K -300 -98%
AWM
475
Accel Wealth Management
Iowa
$1K -$807 -7 -35%
17 18
19
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