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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
301
GSA Capital Partners
United Kingdom
-$493K -12,056 Closed
YIH
302
Y-Intercept (HK)
Hong Kong
-$467K -11,434 Closed
JWCA
303
J.W. Cole Advisors
Florida
-$467K -11,425 Closed
Amundi
304
Amundi
France
-$387K -11,099 Closed
CPM
305
Connective Portfolio Management
New York
-$449K -11,000 Closed
DA
306
Duality Advisers
Florida
-$403K -9,861 Closed
Qube Research & Technologies (QRT)
307
Qube Research & Technologies (QRT)
United Kingdom
-$398K -9,748 Closed
IAIM
308
International Assets Investment Management
Florida
-$330K -8,070 Closed
NWMG
309
National Wealth Management Group
Ohio
-$326K -7,979 Closed
VFA
310
Valeo Financial Advisors
Indiana
-$304K -7,431 Closed
State of Wisconsin Investment Board
311
State of Wisconsin Investment Board
Wisconsin
-$301K -7,363 Closed
AWS
312
Atria Wealth Solutions
New York
-$299K -7,327 Closed
KWA
313
Kingswood Wealth Advisors
California
-$294K -7,200 Closed
KNFPWM
314
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$292K -7,147 Closed
IIA
315
IPG Investment Advisors
California
-$277K -6,775 Closed
MA
316
Mezzasalma Advisors
New Jersey
-$274K -6,705 Closed
SSA
317
Sierra Summit Advisors
Nevada
-$272K -6,664 Closed
SFG
318
Synergy Financial Group
California
-$269K -6,588 Closed
IAA
319
Independent Advisor Alliance
North Carolina
-$268K -6,569 Closed
WAM
320
Wolverine Asset Management
Illinois
-$190K -6,441 Closed
CIBC World Market
321
CIBC World Market
Ontario, Canada
-$262K -6,423 Closed
IC
322
IEQ Capital
California
-$261K -6,394 Closed
IFG
323
Independent Financial Group
California
-$252K -6,160 Closed
LOIM
324
Liberty One Investment Management
Illinois
-$246K -6,013 Closed
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
-$236K -5,766 Closed