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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
UIM
151
USS Investment Management
United Kingdom
$366K
SPC
152
Sigma Planning Corp
Michigan
$357K +$440K +7,392 +189%
CG
153
Cutler Group
California
$351K -$287K -4,820 -30%
GIA
154
Gladstone Institutional Advisory
Florida
$340K -$174K -2,916 -21%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$336K -$197K -3,309 -24%
WS
156
Wedbush Securities
California
$334K +$85.2K +1,431 +16%
BA
157
Bridgewater Advisors
New York
$333K +$300K +5,033 +91%
Dimensional Fund Advisors
158
Dimensional Fund Advisors
Texas
$321K +$31.6K +531 +6%
AC
159
Annandale Capital
Texas
$317K +$597K +10,020 New
KA
160
Kercheville Advisors
Texas
$316K -$106K -1,780 -15%
BCM
161
Bayesian Capital Management
New York
$316K +$390K +6,547 +190%
SWP
162
Stratos Wealth Partners
Ohio
$311K +$215K +3,605 +58%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$309K +$367K +6,165 +171%
Principal Financial Group
164
Principal Financial Group
Iowa
$307K +$294K +4,933 +104%
HH
165
Hilltop Holdings
Texas
$306K +$577K +9,688 New
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$305K +$64.2K +1,078 +13%
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$304K -$1.61M -26,971 -74%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$301K +$361K +6,054 +175%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$298K +$168K +2,813 +43%
CAN
170
Cetera Advisor Networks
California
$298K +$341K +5,719 +154%
DADC
171
D.A. Davidson & Co
Montana
$279K -$290K -4,866 -36%
HI
172
Harbour Investments
Wisconsin
$275K +$519K +8,708 New
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$268K -$593K -9,960 -54%
KAS
174
Kestra Advisory Services
Texas
$267K -$974K -16,362 -66%
GKWIM
175
Gerber Kawasaki Wealth & Investment Management
California
$259K +$176K +2,963 +57%