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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$18K – – –
AOWM
177
Alpha Omega Wealth Management
Virginia
$17K – – –
WT
178
Whittier Trust
California
$12K – – –
SWA
179
Sutton Wealth Advisors
Florida
$11.5K – – –
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$11K -$974 -89 -8%
RWA
181
Ropes Wealth Advisors
Massachusetts
$11K – – –
QCG
182
Quadrant Capital Group
Ohio
$7K +$777 +71 +11%
FGC
183
Financial Gravity Companies
Texas
$4K +$3.92K +358 New
GAM
184
Gemmer Asset Management
California
$3K -$2.38K -217 -45%
PAM
185
Panagora Asset Management
Massachusetts
$3K – – –
US Bancorp
186
US Bancorp
Minnesota
$3K – – –
TWA
187
TCI Wealth Advisors
Arizona
$2K – – –
WA
188
WealthTrust-Arizona
Arizona
$2K – – –
PA
189
Parallel Advisors
California
$1K – – –
STA
190
Summit Trail Advisors
New York
$1K +$493 +45 New
HCM
191
Highbridge Capital Management
New York
– -$5.79M -504,850 Closed
Jacobs Levy Equity Management
192
Jacobs Levy Equity Management
New Jersey
– -$3.71M -323,030 Closed
NFA
193
Nationwide Fund Advisors
Ohio
– -$2.27M -197,783 Closed
PI
194
Putnam Investments
Massachusetts
– -$2.23M -194,725 Closed
Renaissance Technologies
195
Renaissance Technologies
New York
– -$1.22M -106,310 Closed
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$990K -86,220 Closed
CIP
197
Convergence Investment Partners
Florida
– -$596K -51,932 Closed
EGM
198
Engineers Gate Manager
New York
– -$576K -50,133 Closed
TI
199
Trexquant Investment
Connecticut
– -$506K -44,044 Closed
FRM
200
Fox Run Management
Connecticut
– -$374K -32,600 Closed