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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
BMCMI
151
Bryn Mawr Capital Management Inc
Pennsylvania
$231K +$256K +8,402 New
SAM
152
Securian Asset Management
Minnesota
$207K +$7.37K +242 +3%
CAM
153
Capstone Asset Management
Texas
$207K +$10.1K +330 +5%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$200K +$222K +7,279 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$192K +$975 +32 +0.5%
JWA
156
JFS Wealth Advisors
Pennsylvania
$188K +$4.17K +137 +2%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$180K -$160K -5,236 -44%
Simplex Trading
158
Simplex Trading
Illinois
$173K +$172K +5,644 +846%
Canada Life
159
Canada Life
Manitoba, Canada
$152K
Creative Planning
160
Creative Planning
Kansas
$92K -$48.8K -1,600 -32%
RBA
161
Richard Bernstein Advisors
New York
$91K
OMCS
162
Old Mutual Customised Solutions
South Africa
$80K
QT
163
Quantbot Technologies
New York
$76K -$76.4K -2,506 -47%
SFWA
164
Summit Financial Wealth Advisors
Louisiana
$67K +$62.6K +2,054 New
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$55K
UBS Group
166
UBS Group
Switzerland
$48K -$28.5K -934 -34%
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$44K -$274 -9 -0.6%
AAM
168
Advisors Asset Management
Colorado
$41K
HNB
169
Huntington National Bank
Ohio
$36K
MFS
170
MSI Financial Services
Massachusetts
$36K +$21.9K +720 +121%
VFA
171
Virtus Fund Advisers
Connecticut
$29K -$3.2K -105 -9%
QI
172
QS Investors
New York
$26K -$1.52M -49,869 -98%
NFG
173
Next Financial Group
Texas
$22K
CHP
174
Cable Hill Partners
Oregon
$20K -$2.04K -67 -8%
GXMC
175
Global X Management Company
New York
$20K +$21.8K +717 New