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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Human Investing
Oregon
$22K +$11.3K +332 +140%
Thompson Siegel & Walmsley
227
Thompson Siegel & Walmsley
Virginia
$17K -$5.94K -175 -28%
AF
228
Advisornet Financial
Minnesota
$17K – – –
BWA
229
BDO Wealth Advisors
Florida
$16K +$13.6K +400 +2,500%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$102 +3 +1%
NFSG
231
Newbridge Financial Services Group
Florida
$12K +$10.4K +305 New
NFG
232
Next Financial Group
Texas
$11K +$10.2K +300 New
Walleye Trading
233
Walleye Trading
New York
$10K +$8.52K +251 New
TCI Wealth Advisors
234
TCI Wealth Advisors
Arizona
$9K +$713 +21 +10%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$6K +$2.24K +66 +83%
PWPS
236
Pinnacle Wealth Planning Services
Ohio
$6K +$5.33K +157 New
ACM
237
AUA Capital Management
Pennsylvania
$5K – – –
First Horizon Advisors
238
First Horizon Advisors
Tennessee
$4K – – –
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$4K +$3.23K +95 +633%
MAM
240
Meeder Asset Management
Ohio
$3K -$1.92M -56,564 -100%
AssetMark Inc
241
AssetMark Inc
California
$3K – – –
Quadrant Capital Group
242
Quadrant Capital Group
Ohio
$3K – – –
TFO
243
Tarbox Family Office
California
$3K – – –
FPS
244
Fieldpoint Private Securities
Connecticut
$3K +$2.89K +85 New
CWA
245
Carolina Wealth Advisors
South Carolina
$1K – – –
CGM
246
Capital Growth Management
Massachusetts
– -$8.37M -280,000 Closed
AL
247
AJO LP
Pennsylvania
– -$5.81M -194,278 Closed
Nantahala Capital Management
248
Nantahala Capital Management
Connecticut
– -$5.29M -177,165 Closed
Shelton Capital Management
249
Shelton Capital Management
Colorado
– -$3.45M -115,427 Closed
Group One Trading
250
Group One Trading
Illinois
– -$3.69M -108,653 Closed