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Upstart Holdings
UPST

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
551
Brighton Jones LLC
Washington
– -$210K -664 Closed
BSW
552
Buckingham Strategic Wealth
Missouri
– -$209K -662 Closed
BCM
553
Brookstone Capital Management
Illinois
– -$225K -653 Closed
HIC
554
Holderness Investments Company
North Carolina
– -$205K -649 Closed
BAM
555
Belpointe Asset Management
Nevada
– -$205K -647 Closed
HAS
556
HBW Advisory Services
California
– -$203K -640 Closed
PWM
557
Perigon Wealth Management
California
– -$200K -633 Closed
T
558
TrueFG
Texas
– -$201K -625 Closed
AWM
559
Atticus Wealth Management
Florida
– -$127K -402 Closed
CAGAS
560
Capital Advisory Group Advisory Services
Minnesota
– -$114K -361 Closed
DFCM
561
Dark Forest Capital Management
Puerto Rico
– -$114K -359 Closed
SFFS
562
Stonehage Fleming Financial Services
Jersey
– -$111K -350 Closed
SWA
563
SOA Wealth Advisors
New York
– -$101K -320 Closed
ADL
564
Asset Dedication LLC
California
– -$58K -180 Closed
WAS
565
Winch Advisory Services
Wisconsin
– -$46K -144 Closed
RE
566
RBC Europe
United Kingdom
– -$41.5K -131 Closed
IPW
567
IronBridge Private Wealth
Texas
– -$40K -126 Closed
LC
568
Lindbrook Capital
California
– -$35K -110 Closed
OSAM
569
O'Shaughnessy Asset Management
Connecticut
– -$33K -103 Closed
HA
570
Herold Advisors
New York
– -$31K -100 Closed
HI
571
Hoey Investments
Pennsylvania
– -$32K -100 Closed
Bessemer Group
572
Bessemer Group
New Jersey
– -$19K -60 Closed
TAM
573
Tucker Asset Management
Colorado
– -$17.4K -54 Closed
EIP
574
Ellis Investment Partners
Pennsylvania
– -$15K -50 Closed
PCG
575
Private Capital Group
Connecticut
– -$13K -42 Closed
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