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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$8K -$30 -1 -0.3%
MHR
202
Matthew Hamilton Rosenberg
$7.93K
HFS
203
Hantz Financial Services
Michigan
$7K +$591 +20 +9%
LFG
204
Larson Financial Group
Missouri
$6.86K +$2.96K +100 +65%
WWP
205
WR Wealth Planners
Missouri
$6.62K +$7.28K +246 New
AAG
206
Armstrong Advisory Group
Massachusetts
$6.13K
BCV
207
Banque Cantonale Vaudoise
Switzerland
$6K
Lazard Asset Management
208
Lazard Asset Management
New York
$6K +$7.13K +241 New
TFA
209
Toth Financial Advisory
Virginia
$5.73K -$9.46K -320 -60%
LC
210
Lindbrook Capital
California
$5.67K -$3.61K -122 -37%
RA
211
Rise Advisors
New York
$5.65K
AF
212
Allworth Financial
California
$5.54K +$739 +25 +14%
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$5.38K
CSB
214
City State Bank
Iowa
$5K
T. Rowe Price Investment Management
215
T. Rowe Price Investment Management
Maryland
$5K +$4.47K +151 New
CTA
216
Colonial Trust Advisors
South Carolina
$4.79K
ATC
217
Adirondack Trust Company
New York
$4.03K
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$3.66K -$3.1K -105 -44%
VWM
219
Venturi Wealth Management
Texas
$3.34K +$1.27K +43 +53%
PS
220
PayPay Securities
Japan
$3.12K +$1.06K +36 +45%
VL
221
Vima LLC
Michigan
$2.99K +$1.75K +59 +46%
FFA
222
Frazier Financial Advisors
Ohio
$2.69K
HWA
223
Heritage Wealth Advisors
Virginia
$2.69K
MIM
224
Macroview Investment Management
Maryland
$2.69K +$2.96K +100 New
MSG
225
Main Street Group
Virginia
$2.64K