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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
201
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$370K -$62.3K -1,000 -14%
BC
202
Bayforest Capital
United Kingdom
$367K +$372K +5,963 New
SFA
203
Sequoia Financial Advisors
Ohio
$366K +$3.99K +64 +1%
SFG
204
Synergy Financial Group
California
$357K -$40.6K -651 -10%
X
205
Xponance
Pennsylvania
$355K +$42.3K +678 +13%
CAM
206
Cresset Asset Management
Illinois
$354K -$985K -15,795 -73%
SWP
207
Stratos Wealth Partners
Ohio
$349K -$168K -2,700 -32%
Vanguard Personalized Indexing Management
208
Vanguard Personalized Indexing Management
California
$340K +$8.17K +131 +2%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$340K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$339K +$10.4K +167 +3%
IAIM
211
International Assets Investment Management
Florida
$338K -$17.2K -276 -5%
VIA
212
Virtus Investment Advisers
Connecticut
$332K +$337K +5,400 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$321K +$325K +5,219 New
FRM
214
Fox Run Management
Connecticut
$319K +$323K +5,176 New
AF
215
Advisornet Financial
Minnesota
$318K
SP
216
Symmetry Partners
Connecticut
$314K +$318K +5,100 New
ECM
217
EMC Capital Management
Texas
$314K -$929K -14,900 -75%
GAM
218
Gotham Asset Management
New York
$313K -$5.05K -81 -2%
CSWM
219
Cassady Schiller Wealth Management
Ohio
$309K -$11.8K -189 -4%
IAA
220
Independent Advisor Alliance
North Carolina
$304K -$13.3K -214 -4%
PCM
221
Prelude Capital Management
New York
$298K -$612K -9,812 -67%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$297K +$300K +4,817 New
GS
223
GTS Securities
Florida
$293K +$296K +4,753 New
Credit Agricole
224
Credit Agricole
France
$291K +$295K +4,726 New
TWM
225
Tradition Wealth Management
Minnesota
$290K +$294K +4,718 New