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Upbound Group

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
201
TCI Wealth Advisors
Arizona
$5K -$10.7K -297 -60%
FHA
202
First Horizon Advisors
Tennessee
$5K – – –
LWANC
203
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
UB
204
UMB Bank
Missouri
$4K – – –
MAM
205
Meeder Asset Management
Ohio
$4K +$5.06K +140 New
STCOSD
206
Sageworth Trust Company of South Dakota
South Dakota
$3K -$3.22K -89 -41%
CHA
207
Carmichael Hill & Associates
Maryland
$3K – – –
AssetMark Inc
208
AssetMark Inc
California
$3K +$1.37K +38 +48%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$2K -$2.75K -76 -49%
ACM
210
AUA Capital Management
Pennsylvania
$2K -$1.48K -41 -38%
ST
211
Sageworth Trust
Pennsylvania
$2K – – –
TFO
212
Tarbox Family Office
California
$2K – – –
PFS
213
Prospera Financial Services
Texas
$2K +$2.53K +70 New
S
214
SignatureFD
Georgia
$1K -$1.48K -41 -66%
LC
215
Lindbrook Capital
California
$1K +$2.06K +57 New
TWC
216
TD Waterhouse Canada
Ontario, Canada
$25 -$616K -17,056 -100%
SCP
217
Steamboat Capital Partners
New York
– -$16.8M -349,923 Closed
BGIM
218
Brandywine Global Investment Management
Pennsylvania
– -$8.25M -171,737 Closed
PCM
219
Portolan Capital Management
Massachusetts
– -$4.81M -100,108 Closed
SG Americas Securities
220
SG Americas Securities
New York
– -$3.33M -69,333 Closed
LG
221
Leuthold Group
Minnesota
– -$2.72M -56,538 Closed
WG
222
Winton Group
United Kingdom
– -$2.67M -55,474 Closed
NA
223
Navellier & Associates
Nevada
– -$2.03M -42,329 Closed
HF
224
HRT Financial
New York
– -$1.07M -22,225 Closed
AR
225
Advisory Research
Illinois
– -$999K -20,800 Closed