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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
FHA
408
Flagship Harbor Advisors
Massachusetts
-$80.9K -1,851 Closed
Daiwa Securities Group
409
Daiwa Securities Group
Japan
-$60K -1,372 Closed
AFG
410
Albion Financial Group
Utah
-$43.7K -1,000 Closed
SWM
411
Shelton Wealth Management
Texas
-$43.7K -1,000 Closed
BC
412
Bayforest Capital
United Kingdom
-$24.6K -562 Closed
EW
413
Elyxium Wealth
California
-$23.6K -539 Closed
CL
414
CSS LLC
Illinois
-$21.7K -497 Closed
SAG
415
SageView Advisory Group
California
-$11.3K -259 Closed
BWA
416
Basecamp Wealth Advisors
Washington
-$8.79K -201 Closed
DB
417
Danske Bank
Denmark
-$8.75K -200 Closed
IIM
418
IFC & Insurance Marketing
California
-$9K -200 Closed
NWM
419
Nova Wealth Management
Florida
-$8.53K -195 Closed
SFG
420
Strive Financial Group
Indiana
-$5.86K -134 Closed
QL
421
Quarry LP
New York
-$2.54K -58 Closed
BFS
422
Bare Financial Services
Pennsylvania
-$2.49K -57 Closed
IWM
423
Inlight Wealth Management
Georgia
-$2.27K -52 Closed
PWMG
424
Private Wealth Management Group
New Jersey
-$1.71K -39 Closed
KBFS
425
Kohmann Bosshard Financial Services
Ohio
-$1.49K -34 Closed