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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Shell Asset Management
Netherlands
$15K -$2.42K -125 -10%
LFG
152
Larson Financial Group
Missouri
$14.1K +$20.6K +1,067 New
AAM
153
Advisors Asset Management
Colorado
$13.8K -$79.2K -4,097 -80%
YAL
154
Your Advocates Ltd
Texas
$13.6K +$19.3K +1,000 +3,333%
AFG
155
Albion Financial Group
Utah
$13.2K
OWA
156
One Wealth Advisors
California
$13.2K +$19.3K +1,000 New
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$10.6K -$8.21K -425 -35%
BA
158
Bellwether Advisors
Nebraska
$10.6K
AIG
159
American International Group
New York
$10.5K -$309 -16 -2%
PA
160
Parallel Advisors
California
$10.3K +$309 +16 +2%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$10K
CSWM
162
Cassady Schiller Wealth Management
Ohio
$9.2K +$13.4K +696 New
NA
163
NewEdge Advisors
Louisiana
$9.09K +$47.3K +2,446 New
BCV
164
Banque Cantonale Vaudoise
Switzerland
$9K
CFG
165
CKW Financial Group
Hawaii
$9K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$9K +$7.4K +383 +143%
MSCM
167
McElhenny Sheffield Capital Management
Texas
$8.14K +$1.43K +74 New
CCA
168
Column Capital Advisors
Indiana
$8.06K
SPIA
169
Steward Partners Investment Advisory
New York
$8.05K -$5.76K -298 -33%
Belvedere Trading
170
Belvedere Trading
Illinois
$8.01K +$11.7K +606 New
OA
171
Operose Advisors
Wisconsin
$7.93K +$11.6K +600 New
OIA
172
Optimum Investment Advisors
Illinois
$7.4K
GWM
173
Geneos Wealth Management
Colorado
$7.21K -$4.73K -245 -31%
TFA
174
Toth Financial Advisory
Virginia
$7.05K -$348 -18 -3%
TFGT
175
TS Financial Group (TSFG)
Illinois
$7K +$1.74K +90 +20%