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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
526
KeyBank National Association
Ohio
-$361K -1,142 Closed
TWM
527
TriaGen Wealth Management
California
-$344K -1,087 Closed
SBIA
528
Sheaff Brock Investment Advisors
Indiana
-$339K -1,072 Closed
JIP
529
Jaffetilchin Investment Partners
Florida
-$337K -1,066 Closed
PAA
530
Peregrine Asset Advisers
Oregon
-$301K -1,050 Closed
EWM
531
Empirical Wealth Management
Washington
-$326K -1,030 Closed
Los Angeles Capital Management
532
Los Angeles Capital Management
California
-$325K -1,027 Closed
PFWA
533
Paces Ferry Wealth Advisors
Georgia
-$324K -1,023 Closed
LPARFS
534
Leverage Partners Absolute Return Fund SPC
Cayman Islands
-$317K -1,001 Closed
OWA
535
One Wealth Advisors
California
-$316K -1,000 Closed
PCA
536
Personal Capital Advisors
California
-$307K -969 Closed
SW
537
SteelPeak Wealth
California
-$301K -952 Closed
IAA
538
Independent Advisor Alliance
North Carolina
-$289K -913 Closed
MS
539
Maven Securities
Jersey
-$288K -910 Closed
CAM
540
Cresset Asset Management
Illinois
-$283K -896 Closed
DAS
541
Dynamic Advisor Solutions
Arizona
-$278K -880 Closed
LP
542
LGL Partners
Pennsylvania
-$271K -855 Closed
BCM
543
Bayesian Capital Management
New York
-$263K -831 Closed
Wealthfront Advisers
544
Wealthfront Advisers
California
-$260K -822 Closed
MA
545
Mutual Advisors
Nebraska
-$251K -794 Closed
CA
546
Cetera Advisors
Colorado
-$249K -788 Closed
SM
547
Sciencast Management
New Jersey
-$262K -785 Closed
DWM
548
Dakota Wealth Management
Florida
-$242K -766 Closed
GP
549
Geneva Partners
Wisconsin
-$217K -685 Closed
LWAC
550
Laurel Wealth Advisors (California)
California
-$210K -665 Closed