UPBD icon

Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
176
Alpha Omega Wealth Management
Virginia
$12K – – –
SC
177
Skylands Capital
Wisconsin
$11K -$180K -13,500 -95%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$10K -$338K -25,300 -98%
NFG
179
Next Financial Group
Texas
$6K – – –
ASN
180
Advisory Services Network
Georgia
$4K – – –
CFA
181
Carroll Financial Associates
North Carolina
$4K – – –
JP Morgan Chase
182
JP Morgan Chase
New York
$4K +$3.6K +270 New
US Bancorp
183
US Bancorp
Minnesota
$3K -$1.23K -92 -30%
GAM
184
Gemmer Asset Management
California
$3K +$240 +18 +9%
CCA
185
Checchi Capital Advisers
California
$3K +$2.63K +197 New
S
186
SignatureFD
Georgia
$3K +$2.63K +197 New
DAM
187
Delta Asset Management
Tennessee
$2K – – –
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$2K – – –
WA
189
WealthTrust-Arizona
Arizona
$2K +$1.33K +100 New
RRAM
190
River Road Asset Management
Kentucky
– -$18.2M -1,215,916 Closed
TC
191
TFS Capital
Pennsylvania
– -$5.71M -381,410 Closed
Westfield Capital Management
192
Westfield Capital Management
Massachusetts
– -$4.13M -276,120 Closed
WHG
193
Westwood Holdings Group
Texas
– -$3.75M -250,522 Closed
Bessemer Group
194
Bessemer Group
New Jersey
– -$2.4M -160,000 Closed
KCM
195
Key Colony Management
Arkansas
– -$2.02M -148,600 Closed
HCM
196
Highbridge Capital Management
New York
– -$1.58M -118,223 Closed
HHC
197
Hutchin Hill Capital
New York
– -$1.76M -117,500 Closed
AQR Capital Management
198
AQR Capital Management
Connecticut
– -$1.65M -110,342 Closed
BCM
199
BlueMar Capital Management
Florida
– -$1.55M -103,300 Closed
KBC Group
200
KBC Group
Belgium
– -$1.07M -71,837 Closed