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Upstart Holdings

UPST

Market cap $2.94B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
301	PIS 301 POM Investment Strategies Raleigh, North Carolina	$2.92K	–	–	–
302	AIM 302 Arcadia Investment Management Kalamazoo, Michigan	$2.6K	-$1.66K	-50	-43%
303	AAP 303 Arax Advisory Partners Denver, Colorado	$2.52K	–	–	–
304	CPA 304 Capital Performance Advisors Walnut Creek, California	$2.48K	+$2.06K	+62	New
305	SIS 305 Sound Income Strategies Ft Lauderdale, Florida	$2.4K	–	–	–
306	TWC 306 TD Waterhouse Canada Toronto, Ontario, Canada	$2.3K	–	–	–
307	TWD 307 True Wealth Design Akron, Ohio	$2.2K	+$1.83K	+55	New
308	PWMG 308 Prestige Wealth Management Group Flemington, New Jersey	$2.04K	+$33	+1	+2%
309	FFL 309 Financial Freedom LLC Cincinnati, Ohio	$2K	–	–	–
310	AW 310 Avion Wealth The Woodlands, Texas	$2K	–	–	–
311	HWM 311 Hemington Wealth Management Falls Church, Virginia	$2K	+$1.56K	+47	New
312	PP 312 Pacifica Partners Surrey, Canada	$1.76K	–	–	–
313	NL 313 NVWM LLC Yardley, Pennsylvania	$1.72K	–	–	–
314	AIM 314 Anchor Investment Management Columbia, South Carolina	$1.64K	–	–	–
315	GWSA 315 Global Wealth Strategies & Associates Denver, Colorado	$1.6K	+$1.33K	+40	New
316	PWMG 316 Private Wealth Management Group Princeton, New Jersey	$1.56K	+$1.3K	+39	New
317	GC 317 Gould Capital Tacoma, Washington	$1.52K	–	–	–
318	CA 318 Clearstead Advisors Cleveland, Ohio	$1.4K	–	–	–
319	DJSG 319 D.J. St. Germain Springfield, Massachusetts	$1.2K	–	–	–
320	BIA 320 Bell Investment Advisors Oakland, California	$1.16K	–	–	–
321	EWA 321 EverSource Wealth Advisors Birmingham, Alabama	$1.16K	+$200	+6	+26%
322	CSC 322 Caldwell Sutter Capital Sausalito, California	$1K	–	–	–
323	SC 323 Sawyer & Company Boston, Massachusetts	$1K	–	–	–
324	WOC 324 West Oak Capital Westlake Village, California	$1K	–	–	–
325	MTIC 325 Missouri Trust & Investment Company Springfield, Missouri	$880	–	–	–

Upstart Holdings UPST Market cap $2.94B

Upstart Holdings

UPST

Market cap $2.94B