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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
276
Envestnet Asset Management
Illinois
– -$220K -16,660 Closed
AWS
277
Atria Wealth Solutions
New York
– -$198K -14,967 Closed
JFG
278
Jefferies Financial Group
New York
– -$175K -13,200 Closed
Victory Capital Management
279
Victory Capital Management
Texas
– -$159K -12,062 Closed
SPA
280
Sherbrooke Park Advisers
New York
– -$149K -11,300 Closed
BA
281
Bridgewater Associates
Connecticut
– -$133K -10,069 Closed
AA
282
Antipodean Advisors
New York
– -$132K -10,000 Closed
MCC
283
Money Concepts Capital
Florida
– -$47.2K -3,570 Closed
CM
284
Caption Management
Oklahoma
– -$26.4K -2,000 Closed
OWA
285
One Wealth Advisors
California
– -$13.2K -1,000 Closed
Belvedere Trading
286
Belvedere Trading
Illinois
– -$10.2K -606 Closed
OA
287
Operose Advisors
Wisconsin
– -$7.93K -600 Closed
EWM
288
Evermay Wealth Management
Virginia
– -$6.61K -500 Closed
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
– -$3.7K -280 Closed
HFM
290
Harvest Fund Management
China
– -$3K -239 Closed
FMTCOCP
291
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$3K -200 Closed
ACM
292
Aquatic Capital Management
Illinois
– -$1K -100 Closed
ZB
293
Zions Bancorporation
Utah
– -$1.32K -100 Closed
EWA
294
EverSource Wealth Advisors
Alabama
– -$1.26K -95 Closed
GWS
295
Glassman Wealth Services
Virginia
– -$1.22K -92 Closed
EE
296
EWG Elevate
California
– -$1.19K -90 Closed
MSCM
297
McElhenny Sheffield Capital Management
Texas
– -$8.14K -74 Closed
Credit Agricole
298
Credit Agricole
France
– -$793 -60 Closed
MWM
299
MinichMacGregor Wealth Management
New York
– -$779 -59 Closed
AWM
300
Accurate Wealth Management
Florida
– -$711 -50 Closed
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