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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
301
IPG Investment Advisors
California
– -$537K -15,000 Closed
SSA
302
Schonfeld Strategic Advisors
New York
– -$526K -14,700 Closed
CA
303
Cetera Advisors
Colorado
– -$449K -12,533 Closed
SPA
304
Sherbrooke Park Advisers
New York
– -$421K -11,752 Closed
CAN
305
Cetera Advisor Networks
California
– -$377K -10,524 Closed
IFG
306
Independent Financial Group
California
– -$353K -9,845 Closed
QT
307
Quantamental Technologies
New York
– -$337K -9,405 Closed
GAM
308
Gotham Asset Management
New York
– -$317K -8,842 Closed
OTL
309
Oak Thistle LLC
New York
– -$314K -8,774 Closed
Stifel Financial
310
Stifel Financial
Missouri
– -$306K -8,540 Closed
HighTower Advisors
311
HighTower Advisors
Illinois
– -$298K -8,316 Closed
RJA
312
Raymond James & Associates
Florida
– -$293K -8,171 Closed
JFGLC
313
Johnson Financial Group LLC (Colorado)
Colorado
– -$286K -8,000 Closed
AC
314
AXQ Capital
New Jersey
– -$272K -7,600 Closed
IAA
315
Independent Advisor Alliance
North Carolina
– -$259K -7,230 Closed
CAM
316
CenterStar Asset Management
Illinois
– -$290K -7,225 Closed
VWA
317
V Wealth Advisors
Kansas
– -$241K -6,742 Closed
Vontobel Holding
318
Vontobel Holding
Switzerland
– -$236K -6,600 Closed
IC
319
IEQ Capital
California
– -$236K -6,593 Closed
Franklin Resources
320
Franklin Resources
California
– -$234K -6,530 Closed
SFG
321
Synergy Financial Group
California
– -$231K -6,446 Closed
AWS
322
Atria Wealth Solutions
New York
– -$228K -6,357 Closed
AAS
323
Avantax Advisory Services
Texas
– -$222K -6,190 Closed
PWM
324
Prosperity Wealth Management
California
– -$136K -3,807 Closed
IGWM
325
ICA Group Wealth Management
Colorado
– -$61.8K -1,726 Closed
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