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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Evermay Wealth Management
Virginia
$6.61K +$9.66K +500 New
C
177
Covestor
United Kingdom
$6K +$19 +1 +0.2%
CA
178
CoreCap Advisors
Michigan
$5.45K +$7.96K +412 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$5.38K +$1.49K +77 +23%
TWM
180
Tradition Wealth Management
Minnesota
$5K -$7.73K -400 -53%
CSB
181
City State Bank
Iowa
$5K -$174 -9 -2%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$5K +$3.87K +200 +100%
FCMT
183
Founders Capital Management (Texas)
Texas
$4K
CCM
184
Cribstone Capital Management
Maine
$3.97K
MHR
185
Matthew Hamilton Rosenberg
$3.97K +$5.8K +300 New
Parallax Volatility Advisers
186
Parallax Volatility Advisers
California
$3.7K -$230K -11,912 -98%
RA
187
Rise Advisors
New York
$3.66K -$734 -38 -12%
EI
188
Ellevest Inc
New York
$3.54K -$19 -1 -0.4%
SIC
189
SJS Investment Consulting
Ohio
$3.08K
FMTCOCP
190
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
HFM
191
Harvest Fund Management
China
$3K
BAM
192
Belpointe Asset Management
Nevada
$2.88K +$7.81K +404 New
CTA
193
Colonial Trust Advisors
South Carolina
$2.35K +$3.44K +178 New
TWC
194
TD Waterhouse Canada
Ontario, Canada
$2.26K
FFA
195
Farther Finance Advisors
California
$2.04K +$2.98K +154 New
HFS
196
Hantz Financial Services
Michigan
$2K -$19 -1 -0.6%
GCS
197
Gordian Capital (Singapore)
Singapore
$2K
ATC
198
Adirondack Trust Company
New York
$1.98K
AAG
199
Armstrong Advisory Group
Massachusetts
$1.98K +$2.9K +150 New
SCA
200
Stonebridge Capital Advisors
Minnesota
$1.72K