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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
401
Principal Financial Group
Iowa
– -$220K -5,035 Closed
WWM
402
Western Wealth Management
Colorado
– -$220K -5,032 Closed
MFG
403
Merit Financial Group
Georgia
– -$218K -4,993 Closed
I
404
InceptionR
California
– -$202K -4,609 Closed
A
405
AlphaQuest
New York
– -$184K -4,204 Closed
SO
406
STRS Ohio
Ohio
– -$171K -3,900 Closed
AB
407
Amalgamated Bank
New York
– -$117K -2,678 Closed
AWMA
408
Arbor Wealth Management (Arizona)
Arizona
– -$100K -2,296 Closed
FHA
409
Flagship Harbor Advisors
Massachusetts
– -$80.9K -1,851 Closed
Daiwa Securities Group
410
Daiwa Securities Group
Japan
– -$60K -1,372 Closed
AFG
411
Albion Financial Group
Utah
– -$43.7K -1,000 Closed
SWM
412
Shelton Wealth Management
Texas
– -$43.7K -1,000 Closed
BC
413
Bayforest Capital
United Kingdom
– -$24.6K -562 Closed
EW
414
Elyxium Wealth
California
– -$23.6K -539 Closed
CL
415
CSS LLC
Illinois
– -$21.7K -497 Closed
SAG
416
SageView Advisory Group
California
– -$11.3K -259 Closed
BWA
417
Basecamp Wealth Advisors
Washington
– -$8.79K -201 Closed
DB
418
Danske Bank
Denmark
– -$8.75K -200 Closed
IIM
419
IFC & Insurance Marketing
California
– -$9K -200 Closed
NWM
420
Nova Wealth Management
Florida
– -$8.53K -195 Closed
SFG
421
Strive Financial Group
Indiana
– -$5.86K -134 Closed
QL
422
Quarry LP
New York
– -$2.54K -58 Closed
BFS
423
Bare Financial Services
Pennsylvania
– -$2.49K -57 Closed
IWM
424
Inlight Wealth Management
Georgia
– -$2.27K -52 Closed
PWMG
425
Private Wealth Management Group
New Jersey
– -$1.71K -39 Closed