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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Advisornet Financial
Minnesota
$25K – – –
BWA
252
BDO Wealth Advisors
Florida
$24K – – –
TCI Wealth Advisors
253
TCI Wealth Advisors
Arizona
$19K +$5.86K +112 +50%
Eaton Vance Management
254
Eaton Vance Management
Massachusetts
$19K +$17.4K +333 New
NFSG
255
Newbridge Financial Services Group
Florida
$18K +$105 +2 +0.7%
Sowell Financial Services
256
Sowell Financial Services
Arkansas
$14K +$12.2K +233 New
FMP
257
Financial Management Professionals
Texas
$14K +$12.8K +244 New
NFG
258
Next Financial Group
Texas
$12K -$5.23K -100 -33%
PFBT
259
Parkside Financial Bank & Trust
Missouri
$8K – – –
SC
260
Solstein Capital
California
$8K +$7.12K +136 New
ACM
261
AUA Capital Management
Pennsylvania
$7K -$575 -11 -8%
AIM
262
Anchor Investment Management
South Carolina
$5.3K +$4.81K +92 New
AssetMark Inc
263
AssetMark Inc
California
$5K -$419 -8 -9%
First Horizon Advisors
264
First Horizon Advisors
Tennessee
$5K – – –
TFO
265
Tarbox Family Office
California
$5K – – –
Bogart Wealth LLC
266
Bogart Wealth LLC
Virginia
$5K +$4.13K +79 New
Quadrant Capital Group
267
Quadrant Capital Group
Ohio
$4K – – –
Mitsubishi UFJ Trust & Banking
268
Mitsubishi UFJ Trust & Banking
Japan
$1K -$517K -9,875 -100%
Parallel Advisors
269
Parallel Advisors
California
$1K +$1.1K +21 New
HA
270
Heartland Advisors
Wisconsin
– -$4.79M -125,000 Closed
SCM
271
SG Capital Management
Illinois
– -$3.7M -96,563 Closed
IECM
272
Intrinsic Edge Capital Management
Illinois
– -$3.56M -93,001 Closed
Two Sigma Investments
273
Two Sigma Investments
New York
– -$3.54M -92,448 Closed
Hennessy Advisors Inc
274
Hennessy Advisors Inc
California
– -$3.26M -85,100 Closed
Marshall Wace
275
Marshall Wace
United Kingdom
– -$2.25M -58,892 Closed