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Upland Software

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
176
First Horizon Corporation
Tennessee
$8K -$2.64K -6 -25%
Central Trust Company
177
Central Trust Company
Missouri
$4K +$440 +1 +11%
APA
178
American Portfolios Advisors
New York
$3.12K +$881 +2 +40%
IFP Advisors
179
IFP Advisors
Florida
$3K – – –
JCM
180
Jacobi Capital Management
Pennsylvania
$2K – – –
SignatureFD
181
SignatureFD
Georgia
$2K +$1.76K +4 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$2K +$2.2K +5 New
MAM
183
Meeder Asset Management
Ohio
$1K -$881 -2 -50%
NFSG
184
Newbridge Financial Services Group
Florida
$1K – – –
Quadrant Capital Group
185
Quadrant Capital Group
Ohio
$1K +$440 +1 New
Valeo Financial Advisors
186
Valeo Financial Advisors
Indiana
$1K +$881 +2 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.32K +3 New
Granahan Investment Management
188
Granahan Investment Management
Massachusetts
– -$17.1M -45,407 Closed
IECM
189
Intrinsic Edge Capital Management
Illinois
– -$11.9M -31,441 Closed
DM
190
Diker Management
New York
– -$4.98M -13,200 Closed
SCM
191
SG Capital Management
Illinois
– -$2.94M -7,791 Closed
ExodusPoint Capital Management
192
ExodusPoint Capital Management
New York
– -$1.75M -4,627 Closed
AI
193
Atom Investors
Texas
– -$991K -2,629 Closed
Great Lakes Advisors
194
Great Lakes Advisors
Illinois
– -$721K -1,912 Closed
Brookfield Corp
195
Brookfield Corp
Ontario, Canada
– -$531K -1,410 Closed
KMC
196
Kirr Marbach & Co
Indiana
– -$268K -710 Closed
Advisory Services Network
197
Advisory Services Network
Georgia
– -$11K -30 Closed
Fidelity International
198
Fidelity International
Bermuda
– -$8K -20 Closed
ZB
199
Zions Bancorporation
Utah
– -$6K -15 Closed
Arkadios Wealth Advisors
200
Arkadios Wealth Advisors
Georgia
– +$440 +1 New