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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$3K +$2.73K +85 New
EverSource Wealth Advisors
227
EverSource Wealth Advisors
Alabama
$2.75K – – –
FFA
228
Frazier Financial Advisors
Ohio
$2.59K +$611 +19 +31%
Allspring Global Investments
229
Allspring Global Investments
North Carolina
$2.59K +$2.6K +81 New
Smartleaf Asset Management
230
Smartleaf Asset Management
Massachusetts
$2.21K -$1.16K -36 -35%
RIL
231
Rothschild Investment LLC
Illinois
$2.08K +$1.29K +40 +160%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$2.05K – – –
Sterling Capital Management
233
Sterling Capital Management
North Carolina
$1.76K +$1.77K +55 New
EBA
234
Eagle Bay Advisors
New York
$1.6K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.6K +$129 +4 +9%
Allworth Financial
236
Allworth Financial
California
$1.41K -$257 -8 -15%
Farmers & Merchants Investments Inc
237
Farmers & Merchants Investments Inc
Nebraska
$1.12K – – –
CAL
238
Capital Advisors Ltd
Ohio
$1K – – –
Arax Advisory Partners
239
Arax Advisory Partners
Colorado
$640 – – –
PA
240
Pineridge Advisors
Missouri
$576 – – –
SIC
241
SJS Investment Consulting
Ohio
$512 – – –
DPW
242
DiNuzzo Private Wealth
Pennsylvania
$384 +$32 +1 +9%
VCM
243
Versant Capital Management
Arizona
$320 -$11.4K -356 -97%
CA
244
Claris Advisors
Missouri
$128 +$129 +4 New
TFM
245
TFC Financial Management
Massachusetts
$32 – – –
Global Retirement Partners
246
Global Retirement Partners
California
$2 – – –
CCPM
247
Cooper Creek Partners Management
New York
– -$42.7M -1,390,840 Closed
EC
248
Engaged Capital
California
– -$35.8M -1,167,051 Closed
Hotchkis & Wiley Capital Management
249
Hotchkis & Wiley Capital Management
California
– -$5.53M -179,990 Closed
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
– -$5.61M -179,355 Closed