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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
201
Prime Capital Investment Advisors
Kansas
$620K -$93.3K -1,902 -17%
PFS
202
Prospera Financial Services
Texas
$608K +$461K +9,403 New
AWS
203
Atria Wealth Solutions
New York
$604K +$47.3K +964 +12%
Janney Montgomery Scott
204
Janney Montgomery Scott
Pennsylvania
$603K -$260K -5,295 -36%
Optiver Holding
205
Optiver Holding
Netherlands
$599K +$454K +9,266 New
DM
206
Diker Management
New York
$582K +$441K +9,000 New
QCM
207
QRG Capital Management
Illinois
$567K +$129K +2,630 +43%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$558K +$100K +2,047 +30%
AIP
209
Ameritas Investment Partners
Nebraska
$556K +$29.4K +600 +8%
ECM
210
EMC Capital Management
Texas
$556K +$172K +3,500 +69%
SO
211
STRS Ohio
Ohio
$543K +$157K +3,200 +62%
PWP
212
Pursue Wealth Partners
California
$542K +$411K +8,384 New
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$534K -$269K -5,482 -43%
CS
214
Candriam SCA
Luxembourg
$527K +$400K +8,154 New
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$527K -$265K -5,403 -40%
Neuberger Berman Group
216
Neuberger Berman Group
New York
$524K +$45.5K +928 +13%
Russell Investments Group
217
Russell Investments Group
United Kingdom
$520K +$197K +4,021 +100%
OIA
218
OneDigital Investment Advisors
Kansas
$520K +$394K +8,033 New
SFWC
219
Strategic Family Wealth Counselors
New Jersey
$517K
AWA
220
Arete Wealth Advisors
Illinois
$516K +$391K +7,984 New
IWC
221
Integrated Wealth Concepts
Massachusetts
$503K +$154K +3,149 +68%
IA
222
Inspire Advisors
Idaho
$497K +$3.29K +67 +0.9%
IP
223
Intellectus Partners
California
$483K +$30K +612 +9%
PIA
224
Prakash Investment Advisors
Massachusetts
$478K -$2.45K -50 -0.5%
Vanguard Personalized Indexing Management
225
Vanguard Personalized Indexing Management
California
$465K +$61.6K +1,257 +21%