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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
251
Financial Gravity Asset Management
Texas
$53K +$58 +1 New
SWA
252
Sutton Wealth Advisors
Florida
$45.2K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$45K
DFCM
254
Dark Forest Capital Management
Puerto Rico
$42K +$46.3K +798 New
FHA
255
First Horizon Advisors
Tennessee
$41K +$39.7K +684 +651%
EVM
256
Eaton Vance Management
Massachusetts
$39K +$23.8K +409 +123%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$174 +3 +0.5%
JPLA
258
Joseph P. Lucia & Associates
New York
$27K +$29K +500 New
TSW
259
Thompson Siegel & Walmsley
Virginia
$24K
AF
260
Advisornet Financial
Minnesota
$23K
BWA
261
BDO Wealth Advisors
Florida
$21K -$929 -16 -4%
TWA
262
TCI Wealth Advisors
Arizona
$17K -$697 -12 -4%
NFSG
263
Newbridge Financial Services Group
Florida
$16K +$116 +2 +0.7%
ST
264
Sageworth Trust
Pennsylvania
$15K +$16.8K +290 New
MCM
265
MV Capital Management
Maryland
$11K +$11.6K +200 New
HIM
266
Hillsdale Investment Management
Ontario, Canada
$10K -$7.17M -123,480 -100%
GEA
267
Glen Eagle Advisors
New Jersey
$8.76K +$9.58K +165 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$8K +$813 +14 +10%
SC
269
Solstein Capital
California
$7K
LWANC
270
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K +$8.13K +140 New
ACM
271
AUA Capital Management
Pennsylvania
$6K -$290 -5 -4%
SPIA
272
Steward Partners Investment Advisory
New York
$6K +$6.1K +105 New
NFG
273
Next Financial Group
Texas
$5K -$5.81K -100 -50%
TFO
274
Tarbox Family Office
California
$5K
CLOS
275
Compagnie Lombard Odier SCmA
Switzerland
$5K +$5.81K +100 New