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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
201
JFS Wealth Advisors
Pennsylvania
$33K
WT
202
Whittier Trust
California
$29K
VCM
203
Versant Capital Management
Arizona
$24K
SWA
204
Sutton Wealth Advisors
Florida
$22K
US Bancorp
205
US Bancorp
Minnesota
$16K +$8.24K +314 +104%
AG
206
Advisor Group
Arizona
$15K +$1.34K +51 +9%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$12K -$81.4K -3,100 -87%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$11K -$210 -8 -2%
FGAM
209
Financial Gravity Asset Management
Texas
$8K -$3.62K -138 -31%
CAM
210
ClariVest Asset Management
California
$7K +$7.12K +271 New
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$6K +$998 +38 +19%
IA
212
IFP Advisors
Florida
$6K +$6.2K +236 New
AIS
213
Accurate Investment Solutions
Pennsylvania
$5K
TWA
214
TCI Wealth Advisors
Arizona
$5K
ASN
215
Advisory Services Network
Georgia
$4K
TFO
216
Tarbox Family Office
California
$4K
S
217
SignatureFD
Georgia
$3K +$2.63K +100 New
SFS
218
Sowell Financial Services
Arkansas
$3K +$3.33K +127 New
MAM
219
Meeder Asset Management
Ohio
$2K -$58.2K -2,217 -97%
HGWM
220
Harvest Group Wealth Management
Massachusetts
$2K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2K
AssetMark Inc
222
AssetMark Inc
California
$2K +$893 +34 +89%
QCG
223
Quadrant Capital Group
Ohio
$1K
SCM
224
SG Capital Management
Illinois
-$23.1M -867,690 Closed
CM
225
Caption Management
Oklahoma
-$8.44M -316,900 Closed