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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
151
Principal Financial Group
Iowa
$345K +$27.9K +916 +12%
GAM
152
Gemmer Asset Management
California
$332K
IAIM
153
International Assets Investment Management
Florida
$330K -$30.7K -1,007 -11%
MF
154
Magnetar Financial
Illinois
$329K -$625K -20,537 -72%
SFWC
155
Strategic Family Wealth Counselors
New Jersey
$327K
NWMG
156
National Wealth Management Group
Ohio
$326K +$243K +7,979 New
AIP
157
Ameritas Investment Partners
Nebraska
$310K +$12.7K +418 +6%
VFA
158
Valeo Financial Advisors
Indiana
$304K -$151K -4,951 -40%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$301K -$13.3K -436 -6%
AWS
160
Atria Wealth Solutions
New York
$299K +$223K +7,327 New
KWA
161
Kingswood Wealth Advisors
California
$294K +$219K +7,200 New
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$292K -$37.9K -1,244 -15%
KNFPWM
163
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$292K +$218K +7,147 New
SFS
164
Summit Financial Strategies
Ohio
$277K +$206K +6,780 New
IIA
165
IPG Investment Advisors
California
$277K +$206K +6,775 New
MA
166
Mezzasalma Advisors
New Jersey
$274K -$13.1K -430 -6%
SSA
167
Sierra Summit Advisors
Nevada
$272K +$203K +6,664 New
SFG
168
Synergy Financial Group
California
$269K +$201K +6,588 New
IAA
169
Independent Advisor Alliance
North Carolina
$268K +$200K +6,569 New
AIM
170
Arcadia Investment Management
Michigan
$266K
WAM
171
Wolverine Asset Management
Illinois
$263K +$20.3K +666 +12%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$262K +$196K +6,423 New
IC
173
IEQ Capital
California
$261K +$195K +6,394 New
IFG
174
Independent Financial Group
California
$252K +$188K +6,160 New
LOIM
175
Liberty One Investment Management
Illinois
$246K +$9.01K +296 +5%