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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mezzasalma Advisors
New Jersey
$257K +$165K +7,165 New
SG Americas Securities
152
SG Americas Securities
New York
$249K -$23.1M -1,002,188 -99%
Mitsubishi UFJ Asset Management
153
Mitsubishi UFJ Asset Management
Japan
$244K -$66.4K -2,887 -30%
VWA
154
V Wealth Advisors
Kansas
$241K +$155K +6,742 New
PAG
155
Private Advisor Group
New Jersey
$241K +$155K +6,724 New
Vontobel Holding
156
Vontobel Holding
Switzerland
$236K +$152K +6,600 New
IC
157
IEQ Capital
California
$236K -$107K -4,643 -41%
Franklin Resources
158
Franklin Resources
California
$234K +$150K +6,530 New
AIM
159
Arcadia Investment Management
Michigan
$232K -$92K -4,000 -38%
SFG
160
Synergy Financial Group
California
$231K +$148K +6,446 New
AWS
161
Atria Wealth Solutions
New York
$228K +$146K +6,357 New
US Bancorp
162
US Bancorp
Minnesota
$223K -$12K -522 -8%
AAS
163
Avantax Advisory Services
Texas
$222K +$142K +6,190 New
WIM
164
Westside Investment Management
California
$214K -$1.15K -50 -0.9%
AIP
165
Ameritas Investment Partners
Nebraska
$213K +$137K +5,955 New
LOIM
166
Liberty One Investment Management
Illinois
$211K +$28.8K +1,251 +27%
WAM
167
Wolverine Asset Management
Illinois
$207K
OCM
168
Orion Capital Management
California
$204K -$11.5K -500 -8%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$198K
HIIFS
170
Harel Insurance Investments & Financial Services
Israel
$195K
Amundi
171
Amundi
France
$190K
Belvedere Trading
172
Belvedere Trading
Illinois
$180K +$116K +5,033 New
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$164K +$14.3K +620 +16%
TWM
174
Tradition Wealth Management
Minnesota
$159K +$14.6K +636 +17%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$159K +$19.6K +854 +24%