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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$11.2K -$6.07K -361 -34%
BCV
177
Banque Cantonale Vaudoise
Switzerland
$11K
CFG
178
CKW Financial Group
Hawaii
$11K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$11K +$387 +23 +4%
FCMT
180
Founders Capital Management (Texas)
Texas
$10K +$5.05K +300 +100%
EI
181
Ellevest Inc
New York
$9.71K +$5.77K +343 +128%
CCA
182
Column Capital Advisors
Indiana
$9.69K
PI
183
PEAK6 Investments
Illinois
$9.66K +$10.2K +608 New
OIA
184
Optimum Investment Advisors
Illinois
$8.9K
SPIA
185
Steward Partners Investment Advisory
New York
$8.56K -$1.18K -70 -11%
TFA
186
Toth Financial Advisory
Virginia
$8.47K
TFGT
187
TS Financial Group (TSFG)
Illinois
$8K -$572 -34 -6%
CIM
188
Contravisory Investment Management
Massachusetts
$7.95K +$8.41K +500 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$7.07K +$639 +38 +9%
PMFA
190
Plante Moran Financial Advisors
Michigan
$6.53K +$6.92K +411 New
GWM
191
Geneos Wealth Management
Colorado
$6.28K -$2.52K -150 -28%
CSB
192
City State Bank
Iowa
$6K
QC
193
Quent Capital
New York
$5.63K -$141K -8,403 -96%
C
194
Covestor
United Kingdom
$5K -$2.64K -157 -35%
MHR
195
Matthew Hamilton Rosenberg
$4.77K
RI
196
Ridgewood Investments
New Jersey
$4.77K +$5.05K +300 New
SIC
197
SJS Investment Consulting
Ohio
$3.7K
RA
198
Rise Advisors
New York
$3.34K -$1.13K -67 -24%
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$3.18K -$3.37K -200 -50%
MC
200
Machina Capital
France
$3.18K +$3.37K +200 New