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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
251
GHP Investment Advisors
Colorado
$106 – – –
PO
252
Private Ocean
California
$93 +$135 +7 New
RDFA
253
Ritter Daniher Financial Advisory
Ohio
$93 +$135 +7 New
KTC
254
Kistler-Tiffany Companies
Pennsylvania
$79 – – –
RWM
255
Raffa Wealth Management
District of Columbia
$66 – – –
CPG
256
Cornerstone Planning Group
New Jersey
$63 +$77 +4 New
RAM
257
Riggs Asset Management
Pennsylvania
$53 -$19 -1 -20%
GJIA
258
Glass Jacobson Investment Advisors
Maryland
$53 +$77 +4 New
NC
259
NewSquare Capital
Pennsylvania
$40 +$58 +3 New
FSWA
260
Financial Synergies Wealth Advisors
Texas
$27 – – –
PFA
261
Pathway Financial Advisers
Indiana
$26 +$39 +2 New
Viking Global Investors
262
Viking Global Investors
Connecticut
– -$20.8M -999,647 Closed
FCM
263
Freshford Capital Management
New York
– -$5.92M -285,000 Closed
ACL
264
Azora Capital LP
Florida
– -$6.22M -282,899 Closed
TC
265
TwinBeech Capital
New York
– -$3.02M -145,199 Closed
GC
266
GFG Capital
Florida
– -$2.44M -117,463 Closed
WIM
267
Waverton Investment Management
United Kingdom
– -$2.39M -114,918 Closed
BWA
268
Bordeaux Wealth Advisors
California
– -$2.19M -105,396 Closed
BOTOTLSJU
269
Board of Trustees of The Leland Stanford Junior University
California
– -$2.21M -103,357 Closed
Walleye Trading
270
Walleye Trading
New York
– -$1.99M -103,036 Closed
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
– -$2.25M -100,100 Closed
OQS
272
Occudo Quantitative Strategies
Florida
– -$1.99M -95,469 Closed
State of New Jersey Common Pension Fund D
273
State of New Jersey Common Pension Fund D
New Jersey
– -$1.81M -86,994 Closed
AWA
274
Arkadios Wealth Advisors
Georgia
– -$1.66M -79,663 Closed
Twin Tree Management
275
Twin Tree Management
Texas
– -$1.52M -73,334 Closed