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Upstart Holdings

UPST

Market cap $3.01B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
251	AIC 251 Archer Investment Corporation Carmel, Indiana	$914	–	–	–
252	NRG 252 Nemes Rush Group Novi, Michigan	$834	–	–	–
253	DJSG 253 D.J. St. Germain Springfield, Massachusetts	$807	–	–	–
254	BIA 254 Bell Investment Advisors Oakland, California	$780	–	–	–
255	LF 255 LifeSteps Financial Claremont, California	$726	+$798	+27	New
256	CSC 256 Caldwell Sutter Capital Sausalito, California	$672	-$503	-17	-40%
257	HWP 257 Highline Wealth Partners Sherman Oaks, California	$618	+$680	+23	New
258	MTIC 258 Missouri Trust & Investment Company Springfield, Missouri	$592	–	–	–
259	CA 259 CoreCap Advisors Southfield, Michigan	$592	+$651	+22	New
260	RFG 260 REAP Financial Group Austin, Texas	$538	–	–	–
261	GI 261 Gradient Investments Arden Hills, Minnesota	$511	–	–	–
262	CHA 262 Carmichael Hill & Associates Gaithersburg, Maryland	$485	–	–	–
263	SC 263 Sawyer & Company Boston, Massachusetts	$457	–	–	–
264	GWP 264 Gen-Wealth Partners Zeeland, Michigan	$403	+$444	+15	New
265	GFPC 265 Global Financial Private Client Sarasota, Florida	$396	–	–	–
266	AWM 266 Avior Wealth Management Omaha, Nebraska	$376	+$355	+12	+600%
267	HNB 267 Huntington National Bank Columbus, Ohio	$350	–	–	–
268	CP 268 Castleview Partners Dallas, Texas	$269	–	–	–
269	RIL 269 Rothschild Investment LLC Chicago, Illinois	$269	+$296	+10	New
270	FGAM 270 Financial Gravity Asset Management Lakeway, Texas	$204	–	–	–
271	AA 271 Addison Advisors Middlebury, Vermont	$108	–	–	–
272	GJIA 272 Glass Jacobson Investment Advisors Owings Mills, Maryland	$108	–	–	–
273	CFGS 273 Concourse Financial Group Securities Birmingham, Alabama	$107	–	–	–
274	FSWA 274 Financial Synergies Wealth Advisors Houston, Texas	$81	+$30	+1	+50%
275	PFA 275 Pathway Financial Advisers Auburn, Indiana	$53	–	–	–

Upstart Holdings UPST Market cap $3.01B

Upstart Holdings

UPST

Market cap $3.01B