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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$3.04K +$5.97K +355 +88%
HFS
202
Hantz Financial Services
Michigan
$3K – – –
VF
203
VitalStone Financial
Texas
$3K +$320 +19 New
CTA
204
Colonial Trust Advisors
South Carolina
$2.83K – – –
TWC
205
TD Waterhouse Canada
Ontario, Canada
$2.83K – – –
AAG
206
Armstrong Advisory Group
Massachusetts
$2.38K – – –
ATC
207
Adirondack Trust Company
New York
$2.38K – – –
BIA
208
Bell Investment Advisors
California
$2.31K +$690 +41 +39%
FFA
209
Farther Finance Advisors
California
$2.24K -$219 -13 -8%
SCA
210
Stonebridge Capital Advisors
Minnesota
$2.07K – – –
AF
211
Allworth Financial
California
$2.05K +$1.11K +66 +105%
GCS
212
Gordian Capital (Singapore)
Singapore
$2K – – –
N
213
Natixis
France
$1.68K – – –
LC
214
Lindbrook Capital
California
$1.65K +$1.75K +104 New
CFGS
215
Concourse Financial Group Securities
Alabama
$1.65K – – –
CTC
216
Central Trust Company
Missouri
$1.59K – – –
HWA
217
Heritage Wealth Advisors
Virginia
$1.59K – – –
WWM
218
Wolff Wiese Magana
California
$1.59K – – –
KFS
219
Kelly Financial Services
Massachusetts
$1.43K – – –
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27K – – –
GRP
221
Global Retirement Partners
California
$1.22K +$269 +16 +19%
AWM
222
Accel Wealth Management
Iowa
$1.05K – – –
HGERS
223
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
RDIA
224
RE Dickinson Investment Advisors
Iowa
$1K – – –
SSB
225
Sandy Spring Bank
Maryland
$906 – – –
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9
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