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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
Thompson Siegel & Walmsley
226
Thompson Siegel & Walmsley
Virginia
$19K +$18.5K +625 New
AF
227
Advisornet Financial
Minnesota
$13K – – –
CAM
228
ClariVest Asset Management
California
$13K – – –
JWM
229
Jeppson Wealth Management
California
$9K +$8.87K +300 New
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.87K +300 New
HI
231
Human Investing
Oregon
$7K – – –
TCI Wealth Advisors
232
TCI Wealth Advisors
Arizona
$6K +$237 +8 +4%
ACM
233
AUA Capital Management
Pennsylvania
$4K +$4.08K +138 New
FHA
234
Flagship Harbor Advisors
Massachusetts
$4K +$4.44K +150 New
TFO
235
Tarbox Family Office
California
$3K – – –
First Horizon Advisors
236
First Horizon Advisors
Tennessee
$3K +$473 +16 +18%
AssetMark Inc
237
AssetMark Inc
California
$3K +$769 +26 +42%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$2K – – –
Quadrant Capital Group
239
Quadrant Capital Group
Ohio
$2K – – –
Prospera Financial Services
240
Prospera Financial Services
Texas
$2K +$2.07K +70 New
FP
241
Financial Perspectives
Minnesota
$598 – – –
CCM
242
Cloverdale Capital Management
Texas
– -$5.69M -204,687 Closed
Bessemer Group
243
Bessemer Group
New Jersey
– -$3.64M -130,778 Closed
Barrow, Hanley, Mewhinney & Strauss
244
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$913K -32,829 Closed
CIBC World Market
245
CIBC World Market
Ontario, Canada
– -$891K -32,018 Closed
SRAM
246
Stone Ridge Asset Management
New York
– -$818K -29,410 Closed
BAM
247
Blueshift Asset Management
New Jersey
– -$582K -20,915 Closed
ERM
248
Elm Ridge Management
New York
– -$536K -19,276 Closed
SGI
249
Summit Global Investments
Utah
– -$417K -15,000 Closed
6M
250
6 Meridian
Kansas
– -$389K -13,969 Closed