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Upbound Group
UPBD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$1.2K +$1.37K +50 New
JWA
227
JFS Wealth Advisors
Pennsylvania
$1.1K -$55 -2 -4%
CAL
228
Capital Advisors Ltd
Ohio
$1K – – –
AAP
229
Arax Advisory Partners
Colorado
$887 +$55 +2 +6%
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$839 – – –
SC
231
Stephens Consulting
Michigan
$719 +$824 +30 New
AF
232
Allworth Financial
California
$705 -$275 -10 -23%
TWD
233
True Wealth Design
Ohio
$432 +$494 +18 New
SIC
234
SJS Investment Consulting
Ohio
$264 -$27 -1 -8%
DPW
235
DiNuzzo Private Wealth
Pennsylvania
$240 -$55 -2 -17%
HNB
236
Huntington National Bank
Ohio
$216 +$247 +9 New
GFPC
237
Global Financial Private Client
Florida
$120 +$27 +1 +25%
WCM
238
WealthTrak Capital Management
Virginia
$120 +$137 +5 New
LC
239
Lindbrook Capital
California
$72 +$82 +3 New
PWM
240
Parkworth Wealth Management
California
$48 – – –
HIA
241
HFM Investment Advisors
New Jersey
$24 +$27 +1 New
BHWM
242
Bay Harbor Wealth Management
Maryland
$23 +$27 +1 New
PFMOSF
243
Philadelphia Financial Management of San Francisco
California
– -$11.4M -390,738 Closed
BPC
244
Bryce Point Capital
New York
– -$1.97M -67,428 Closed
EP
245
Edgestream Partners
New Jersey
– -$1.86M -63,841 Closed
SAM
246
Secure Asset Management
Michigan
– -$1.66M -56,832 Closed
JCIA
247
Jackson Creek Investment Advisors
Colorado
– -$1.05M -35,892 Closed
SA
248
Sanctuary Advisors
Indiana
– -$942K -31,519 Closed
YIH
249
Y-Intercept (HK)
Hong Kong
– -$834K -28,577 Closed
XT
250
XTX Topco
Cayman Islands
– -$574K -19,685 Closed
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