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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$27.5K +$4.68K +188 +15%
CA
177
Clearstead Advisors
Ohio
$27K
WWM
178
Wolff Wiese Magana
California
$19K
TPCW
179
TD Private Client Wealth
New York
$13.1K -$15.4K -620 -48%
BWA
180
BDO Wealth Advisors
Florida
$12K +$2.49K +100 +20%
AF
181
Advisornet Financial
Minnesota
$8K
BTI
182
Blue Trust Inc
Georgia
$8K +$8.02K +322 New
Nomura Asset Management
183
Nomura Asset Management
Japan
$7.78K
COCM
184
Charter Oak Capital Management
New Hampshire
$7K
MAM
185
Meeder Asset Management
Ohio
$7K +$6.65K +267 +191%
Barrow, Hanley, Mewhinney & Strauss
186
Barrow, Hanley, Mewhinney & Strauss
Texas
$7K +$9.16K +368 New
NFSG
187
Newbridge Financial Services Group
Florida
$6K +$100 +4 +1%
QCG
188
Quadrant Capital Group
Ohio
$5K -$4.68K -188 -41%
ZB
189
Zions Bancorporation
Utah
$5K -$2.41K -97 -27%
EWA
190
EverSource Wealth Advisors
Alabama
$5K +$6.95K +279 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$4K -$1.69K -68 -24%
FHA
192
First Horizon Advisors
Tennessee
$4K
TWA
193
TCI Wealth Advisors
Arizona
$4K
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$3K -$440K -17,687 -99%
LWANC
195
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
UB
196
UMB Bank
Missouri
$3K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$3K +$2.31K +93 +116%
CAM
198
ClariVest Asset Management
California
$2K -$260K -10,451 -99%
CHA
199
Carmichael Hill & Associates
Maryland
$2K
S
200
SignatureFD
Georgia
$2K +$2.07K +83 +395%