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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$717K -$1.05M -4,221 -47%
CSIA
202
Charles Schwab Investment Advisory
California
$693K +$1.14M +4,581 New
WWM
203
Wolff Wiese Magana
California
$690K +$853K +3,415 +299%
CM
204
Caption Management
Oklahoma
$688K
BF
205
BOK Financial
Oklahoma
$682K +$31K +124 +3%
VFA
206
Valeo Financial Advisors
Indiana
$677K +$754K +3,020 +208%
NL
207
NWAM LLC
Washington
$653K +$151K +604 +16%
GKWIM
208
Gerber Kawasaki Wealth & Investment Management
California
$639K +$766K +3,066 +264%
AAM
209
Advisors Asset Management
Colorado
$638K +$378K +1,514 +56%
ProShare Advisors
210
ProShare Advisors
Maryland
$637K +$59.7K +239 +6%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$627K +$471K +1,885 +84%
Cerity Partners
212
Cerity Partners
New York
$620K +$1.02M +4,100 New
SLAM
213
Swiss Life Asset Management
$617K +$1.02M +4,081 New
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$599K +$403K +1,614 +69%
CPWM
215
Cypress Point Wealth Management
Texas
$596K +$411K +1,646 +72%
NFG
216
Next Financial Group
Texas
$590K +$147K +587 +18%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$564K +$188K +754 +25%
LFAS
218
Level Four Advisory Services
Texas
$561K +$926K +3,706 New
Vanguard Personalized Indexing Management
219
Vanguard Personalized Indexing Management
California
$554K +$249K +998 +37%
HCA
220
Harbour Capital Advisors
Virginia
$547K +$119K +475 +15%
BAM
221
Blueshift Asset Management
New Jersey
$546K +$902K +3,609 New
WCM
222
Washburn Capital Management
Florida
$543K -$402K -1,610 -31%
PAG
223
Private Advisor Group
New Jersey
$541K +$226K +904 +34%
BRWM
224
B. Riley Wealth Management
Tennessee
$531K +$433K +1,734 +98%
AWA
225
Alta Wealth Advisors
Massachusetts
$528K +$107K +429 +14%