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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
201
Newbridge Financial Services Group
Florida
$397K -$2.67K -43 -0.5%
PCM
202
Prelude Capital Management
New York
$390K +$226K +3,631 +75%
KAS
203
Kestra Advisory Services
Texas
$379K -$59.2K -953 -10%
LBWM
204
Left Brain Wealth Management
Illinois
$376K -$218K -3,500 -30%
AIP
205
Ameritas Investment Partners
Nebraska
$368K -$13.4K -215 -3%
SFWC
206
Strategic Family Wealth Counselors
New Jersey
$368K
AWS
207
Atria Wealth Solutions
New York
$367K -$686K -11,043 -58%
VI
208
Versor Investments
New York
$359K -$162K -2,606 -25%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$353K +$87.5K +1,407 +22%
IA
210
Inspire Advisors
Idaho
$351K +$26K +419 +6%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$343K -$7.97M -128,260 -95%
Prudential Financial
212
Prudential Financial
New Jersey
$339K -$213K -3,433 -32%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$330K -$12.9K -207 -3%
PSC
214
Portman Square Capital
United Kingdom
$327K +$442K +7,106 New
QIM
215
Quantitative Investment Management
Virginia
$326K +$440K +7,083 New
Jones Financial Companies
216
Jones Financial Companies
Missouri
$319K +$77K +1,239 +22%
MG
217
Marex Group
$316K -$70.8K -1,139 -14%
IP
218
Intellectus Partners
California
$315K -$12.4K -200 -3%
Cerity Partners
219
Cerity Partners
New York
$295K +$173K +2,779 +76%
KNFPWM
220
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$284K
X
221
Xponance
Pennsylvania
$284K +$24.9K +401 +7%
QCM
222
QRG Capital Management
Illinois
$282K +$2.92K +47 +0.8%
Vanguard Personalized Indexing Management
223
Vanguard Personalized Indexing Management
California
$273K +$25.1K +404 +7%
SFA
224
Sequoia Financial Advisors
Ohio
$272K -$1.18K -19 -0.3%
SFG
225
Synergy Financial Group
California
$267K