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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$212K +$156K +1,269 +294%
SEC
202
Seven Eight Capital
New York
$208K +$205K +1,669 New
HB
203
Homrich & Berg
Georgia
$159K +$157K +1,273 New
BWP
204
Baldwin Wealth Partners
Massachusetts
$150K +$86.1K +700 +140%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$133K +$131K +1,063 New
Deutsche Bank
206
Deutsche Bank
Germany
$132K +$110K +891 +560%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K +$36.9K +300 +40%
SC
208
Sculptor Capital
New York
$125K -$3.83M -31,100 -97%
AFG
209
Albion Financial Group
Utah
$125K +$123K +1,000 New
SAM
210
Shell Asset Management
Netherlands
$124K +$123K +996 New
WWM
211
Wolff Wiese Magana
California
$76K
TTSTC
212
Texas Treasury Safekeeping Trust Company
Texas
$76K +$74.7K +607 New
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$75K +$73.8K +600 New
PA
214
Parallel Advisors
California
$66K +$21.4K +174 +50%
OIA
215
Optimum Investment Advisors
Illinois
$57K +$44.3K +360 +360%
IA
216
IFP Advisors
Florida
$54K +$54K +439 New
CFG
217
CKW Financial Group
Hawaii
$51K +$123 +1 +0.2%
SWM
218
Spire Wealth Management
Virginia
$48K +$22.9K +186 +93%
SFFS
219
Stonehage Fleming Financial Services
Jersey
$44K +$43.1K +350 New
HI
220
Harbour Investments
Wisconsin
$34K +$20.8K +169 +169%
SWA
221
SOA Wealth Advisors
New York
$34K +$33.8K +275 New
AIG
222
American International Group
New York
$32K +$7.88K +64 +33%
GWS
223
Glassman Wealth Services
Virginia
$26K
GWM
224
Geneos Wealth Management
Colorado
$24K +$20.3K +165 +471%
APP
225
Alpha Paradigm Partners
Illinois
$21K