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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$291K +$242K +7,263 New
PWM
177
Prosperity Wealth Management
California
$287K +$238K +7,170 New
Principal Financial Group
178
Principal Financial Group
Iowa
$286K -$108K -3,248 -31%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$283K -$5.82K -175 -2%
KNFPWM
180
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$280K +$233K +7,007 New
PD
181
Point72 (DIFC)
United Arab Emirates
$273K +$227K +6,812 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$269K +$59.6K +1,792 +36%
RJA
183
Raymond James & Associates
Florida
$269K +$224K +6,727 New
AWS
184
Atria Wealth Solutions
New York
$265K +$221K +6,631 New
FLPIM
185
F.L. Putnam Investment Management
Massachusetts
$261K +$27.4K +825 +660%
IC
186
IEQ Capital
California
$260K +$216K +6,506 New
BA
187
Bristlecone Advisors
Washington
$258K +$215K +6,454 New
SFG
188
Synergy Financial Group
California
$258K +$214K +6,444 New
QCM
189
QRG Capital Management
Illinois
$252K +$210K +6,304 New
Prudential Financial
190
Prudential Financial
New Jersey
$245K +$203K +6,115 New
NRD
191
Nebula Research & Development
New York
$244K +$203K +6,098 New
State of Wisconsin Investment Board
192
State of Wisconsin Investment Board
Wisconsin
$239K +$198K +5,961 New
SFA
193
Sequoia Financial Advisors
Ohio
$235K +$195K +5,875 New
IAIM
194
International Assets Investment Management
Florida
$233K +$8.65K +260 +5%
OCM
195
Orion Capital Management
California
$222K +$8.98K +270 +5%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$221K
Jones Financial Companies
197
Jones Financial Companies
Missouri
$218K +$42.8K +1,287 +32%
Vanguard Personalized Indexing Management
198
Vanguard Personalized Indexing Management
California
$216K +$179K +5,395 New
TPWA
199
Twin Peaks Wealth Advisors
California
$213K +$177K +5,333 New
Walleye Trading
200
Walleye Trading
New York
$211K -$408K -12,256 -70%