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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
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
TWA
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
FHA
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
QCG
239
Quadrant Capital Group
Ohio
$2K
PFS
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