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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$32K
VCM
202
Versant Capital Management
Arizona
$27K
SWA
203
Sutton Wealth Advisors
Florida
$24.6K
AG
204
Advisor Group
Arizona
$19K +$2.27K +87 +14%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$13K
AF
206
Advisornet Financial
Minnesota
$12K +$11.3K +432 New
CG
207
Cutler Group
California
$12K +$11.7K +449 New
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$9K +$1.78K +68 +29%
TWA
209
TCI Wealth Advisors
Arizona
$9K +$2.51K +96 +47%
CAM
210
ClariVest Asset Management
California
$8K
HI
211
Human Investing
Oregon
$7K -$183K -7,006 -97%
IA
212
IFP Advisors
Florida
$7K
SFS
213
Sowell Financial Services
Arkansas
$4K
TFO
214
Tarbox Family Office
California
$4K
S
215
SignatureFD
Georgia
$3K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2K
QCG
217
Quadrant Capital Group
Ohio
$2K
AssetMark Inc
218
AssetMark Inc
California
$2K +$52 +2 +3%
HGWM
219
Harvest Group Wealth Management
Massachusetts
$1K
FHA
220
First Horizon Advisors
Tennessee
$1K +$993 +38 New
FP
221
Financial Perspectives
Minnesota
$577 +$523 +20 New
LP
222
LMR Partners
United Kingdom
-$24.1M -934,743 Closed
BIM
223
Bogle Investment Management
Massachusetts
-$9.03M -350,026 Closed
SCM
224
Signia Capital Management
Washington
-$3.67M -142,387 Closed
OAM
225
Oxford Asset Management
United Kingdom
-$3.47M -134,599 Closed