Upland Software Inc

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Upland Software Inc

$UPLD

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NewIncreasedMaintainedDecreasedLiquidated
3467305530
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Private Advisors, Llc06-30-2020Com39,722Decreased-18.271.001,381,000.005.9034.77Form 13
Proequities, Inc.06-30-2020Com0Decreased-100.000.000.00-100.000.00Form 13
Bluefin Trading, Llc06-30-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Cadence Capital Management Llc09-30-2020Com10,088New!0.000.09380,000.000.0037.67Form 13
California Public Employees Retirement System09-30-2020Com54,100Increased17.100.002,040,000.0027.0237.71Form 13
Lyon Street Capital, Llc09-30-2020Com16,306Maintained0.001.83615,000.000.0037.72Form 13
Scout Investments, Inc.12-31-2020Com211,070Increased2.780.189,686,000.0025.1145.89Form 13
Sowell Financial Services Llc12-31-2020Com376Increased6.820.0017,000.0030.7745.21Form 13
Summit Creek Advisors Llc12-31-2020Com298,076Increased6.081.7613,679,000.0029.1245.89Form 13
Cutler Group Lp12-31-2020Com88,415Increased2.910.01235,000.00-31.4949.57Form 13
Kirr Marbach & Co Llc /in/12-31-2020Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Ifp Advisors, Inc12-31-2020Stock69Maintained0.000.003,000.000.0043.48Form 13
Nisa Investment Advisors, Llc12-31-2020Com2,450Increased13.950.00112,000.0038.2745.71Form 13
Harel Insurance Investments & Financial Services Ltd.12-31-2020Com744Maintained0.000.0034,000.000.0045.70Form 13
Cwm, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Zurcher Kantonalbank (zurich Cantonalbank)12-31-2020Com3,213Increased38.190.00147,000.0067.0545.75Form 13
Arizona State Retirement System12-31-2020Com7,100Decreased-3.900.00326,000.0016.8545.92Form 13
Comerica Bank12-31-2020Com147,393Decreased-13.459.997,349,000.00-2.2349.86Form 13
Hightower Trust Services, Lta12-31-2020Com65,012Maintained0.000.432,983,000.0021.7145.88Form 13
Creative Planning12-31-2020Com7,838Decreased-12.310.00360,000.006.8245.93Form 13
Paradiem, Llc12-31-2020Com51,544New!0.001.052,473,000.000.0047.98Form 13
Central Trust Co12-31-2020Common Stock96Increased11.630.164,000.0033.3341.67Form 13
First Dallas Securities Inc.12-31-2020Com9,350Increased10.000.39429,000.0034.0645.88Form 13
Mesirow Financial Investment Management - Equity & Fixed Income12-31-2020Com115,973Decreased-14.390.715,322,000.004.2145.89Form 13
First Trust Advisors Lp12-31-2020Com52,379Increased33.640.002,404,000.0062.6545.90Form 13
Envestnet Asset Management Inc12-31-2020Com19,523Increased0.440.00896,000.0022.2445.89Form 13
Simplex Trading, Llc12-31-2020Com5,857Increased91.280.00268,000.00133.0445.76Form 13
Oak Ridge Investments Llc12-31-2020Com154,553Decreased-16.780.627,092,000.001.2991.78Form 13
Gsa Capital Partners Llp12-31-2020Com6,861New!0.000.05315,000.000.0045.91Form 13
Financial Management Professionals, Inc.12-31-2020Com1,525Decreased-4.030.0270,000.0016.6745.90Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Com196Maintained0.000.009,000.0028.5745.92Form 13
Sg Americas Securities, Llc12-31-2020Com2,919Maintained0.000.00134,000.000.0045.91Form 13
Monarch Partners Asset Management Llc12-31-2020Com159,683Increased632.831.287,328,000.00792.5745.89Form 13
Lannebo Fonder Ab12-31-2020Com96,000Increased9.090.594,405,000.0032.7645.89Form 13
Orion Portfolio Solutions, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Orion Portfolio Solutions, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Us Bancorp \de\12-31-2020Common Stock1,663Decreased-27.700.0076,000.00-12.6445.70Form 13
Thb Asset Management12-31-2020Com147,913Decreased-10.921.546,787,000.008.4445.89Form 13
Blackrock Inc.12-31-2020Com1,820,921Increased7.830.0083,561,000.0031.25597.95Form 13
Catalyst Capital Advisors Llc12-31-2020Com8,360Decreased-5.640.02384,000.0014.9745.93Form 13
Swiss National Bank12-31-2020Com55,500Maintained0.000.002,547,000.0021.7545.89Form 13
Pitcairn Co12-31-2020Com7,875Decreased-7.020.03361,000.0013.1745.84Form 13
Alliancebernstein L.p.12-31-2020Com26,200Maintained0.000.001,202,000.0021.6645.88Form 13
Avalon Investment & Advisory12-31-2020Com71,670Decreased-2.540.073,289,000.0018.6545.89Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Common Stock271Decreased-97.040.0012,000.00-96.5244.28Form 13
Jacobi Capital Management Llc12-31-2020Com40Maintained0.000.002,000.000.0050.00Form 13
Russell Investments Group, Ltd.12-31-2020Common Stock16,623Decreased-38.110.00762,000.00-24.7045.84Form 13
Fmr Llc12-31-2020Com53New!0.000.002,000.000.0037.74Form 13
Sei Investments Co12-31-2020Com8,116New!0.000.00373,000.000.0092.20Form 13
New York State Common Retirement Fund12-31-2020Common Stock181,741Increased392.540.018,340,000.00499.5745.89Form 13
Royce & Associates Lp12-31-2020Com1,102,115Increased4.610.4250,576,000.0027.3445.89Form 13
New South Capital Management Inc12-31-2020Com604,027Increased1.200.9227,718,000.0023.1891.76Form 13
Great Lakes Advisors, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Keybank National Association/oh12-31-2020Com5,032New!0.000.00231,000.000.0045.91Form 13
Ci Investments Inc.12-31-2020Com114,465Decreased-6.150.025,253,000.0014.2545.89Form 13
Proshare Advisors Llc12-31-2020Com5,884New!0.000.00270,000.000.0045.89Form 13
Advisory Services Network, Llc12-31-2020Stock0Liquidated!-100.000.000.000.000.00Form 13
William Blair Investment Management, Llc12-31-2020Com564,307Increased62.570.0925,896,000.0097.8945.89Form 13
Arkadios Wealth Advisors12-31-2020Stock7New!0.000.000.000.000.00Form 13
Lord, Abbett & Co. Llc12-31-2020Com148,053Decreased-2.870.026,794,000.0018.2245.89Form 13
Wells Fargo & Company/mn12-31-2020Com65,103Decreased-27.680.002,988,000.00-11.94183.19Form 13
Meeder Asset Management Inc12-31-2020Com20Decreased-57.450.001,000.00-50.0050.00Form 13
Blair William & Co/il12-31-2020Com8,259Decreased-24.650.00379,000.00-0.5245.89Form 13
Intrust Bank Na12-31-2020Com4,437New!0.000.03204,000.000.0091.45Form 13
Renaissance Technologies Llc12-31-2020Com43,717New!0.000.002,006,000.000.0045.89Form 13
Rhumbline Advisers12-31-2020Com30,643Increased7.680.001,406,000.0031.0345.88Form 13
Argent Capital Management Llc12-31-2020Com10,290Decreased-78.620.02472,000.00-73.9845.87Form 13
Bluefin Capital Management, Llc12-31-2020Com450,860New!0.000.183,038,000.000.0049.19Form 13
Bnp Paribas Arbitrage, Sa12-31-2020Equity10,035Increased66.280.86460,506,000.00102.4045,889.99Form 13
Jupiter Asset Management Ltd12-31-2020Com120,886Maintained0.000.065,549,000.0021.8045.90Form 13
Rafferty Asset Management, Llc12-31-2020Com92,591Increased16.180.044,249,000.0041.4045.89Form 13
Hightower Advisors, Llc12-31-2020Com65,402Maintained0.000.013,001,000.0021.7045.89Form 13
Neuberger Berman Group Llc12-31-2020Common82,000New!0.000.003,763,000.000.0045.89Form 13
Advisor Group Holdings, Inc.12-31-2020Com12,945Decreased-8.460.00594,000.0011.44178.89Form 13
King Luther Capital Management Corp12-31-2020Com7,163Maintained0.000.00329,000.0021.8545.93Form 13
Bank Of America Corp /de/12-31-2020Com26,681Increased43.160.001,224,000.0088.89183.58Form 13
Group One Trading, L.p.12-31-2020Com11,107New!0.000.00510,000.000.0045.92Form 13
Martingale Asset Management L P12-31-2020Com6,800Decreased-58.283.56313,000.00-49.1992.56Form 13
Dana Investment Advisors, Inc.12-31-2020Com37,364Increased0.230.091,715,000.0022.0645.90Form 13
Signaturefd, Llc12-31-2020Com37New!0.000.002,000.000.0054.05Form 13
Dynamic Technology Lab Private Ltd12-31-2020Com7,900Maintained0.000.06363,000.000.0045.95Form 13
Millrace Asset Group, Inc.12-31-2020Common Stocks66,337Decreased-24.062.123,044,000.00-7.5645.89Form 13
Whetstone Capital Advisors, Llc12-31-2020Com504,437Increased1.474.7823,149,000.0023.5145.89Form 13
Ubs Group Ag12-31-2020Com8,578Increased230.430.00393,000.00301.0291.62Form 13
Baird Financial Group, Inc.12-31-2020Common16,619Increased18.240.00763,000.0043.9645.91Form 13
Cdam (uk) Ltd12-31-2020Com1,559,164Increased6.189.9971,550,000.0029.2545.89Form 13
Barclays Plc12-31-2020Com23,068Increased93.520.001,059,000.00135.8645.91Form 13
First Horizon Corp12-31-2020Common Stock180Decreased-24.050.008,000.000.0044.44Form 13
Northern Trust Corp12-31-2020Com325,808Decreased-0.650.0014,951,000.0020.93229.75Form 13
Oppenheimer & Co Inc12-31-2020Com10,054New!0.000.01461,000.000.0045.85Form 13
Citigroup Inc12-31-2020Com19,053Increased318.750.00874,000.00408.1445.87Form 13
Granahan Investment Management Inc/ma12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Vanguard Group Inc12-31-2020Com1,317,554Increased4.850.0060,462,000.0027.62231.12Form 13
Ameritas Investment Partners, Inc.12-31-2020Com2,219Maintained0.000.00102,000.0021.4345.97Form 13
Raymond James & Associates12-31-2020Com28,341Decreased-17.900.001,301,000.000.0045.91Form 13
Formula Growth Ltd12-31-2020Com40,900Decreased-31.720.311,877,000.00-16.8745.89Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com29New!0.000.001,000.000.0034.48Form 13
Arrowstreet Capital, Limited Partnership12-31-2020Com12,510New!0.000.00574,000.000.0045.88Form 13
Geode Capital Management, Llc12-31-2020Com398,589Increased8.580.0018,291,000.0032.1745.89Form 13
Rk Capital Management, Llc12-31-2020Com276,500Increased2.292.8112,689,000.0024.5245.89Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com16,829Increased5.080.00772,000.0027.8145.87Form 13
Amp Capital Investors Ltd12-31-2020Com6,910New!0.000.00323,000.000.0046.74Form 13
1492 Capital Management Llc12-31-2020Com131,266Increased99.913.476,024,000.00163.9845.89Form 13
Alphacrest Capital Management Llc12-31-2020Com23,400Increased271.430.091,074,000.00351.2645.90Form 13
Penderfund Capital Management Ltd.12-31-2020Com29,586Decreased-16.860.441,728,000.00-3.2558.41Form 13
Thames Capital Management Llc12-31-2020Com142,538Maintained0.001.846,541,000.0032.0145.89Form 13
Carillon Tower Advisers, Inc.12-31-2020Com115,642Decreased-4.700.035,307,000.0016.0045.89Form 13
Fora Capital, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Peak6 Investments Llc12-31-2020Com59,775Increased140.060.002,743,000.00216.74137.66Form 13
M&t Bank Corp12-31-2020Com4,405New!0.000.00202,000.000.0092.36Form 13
American International Group, Inc.12-31-2020Com15,447Decreased-0.790.00709,000.0020.7845.90Form 13
Pnc Financial Services Group, Inc.12-31-2020Common Stock788Decreased-8.800.0036,000.0020.0045.69Form 13
Stifel Financial Corp12-31-2020Com17,816Increased81.220.00817,000.00120.81137.29Form 13
Legal & General Group Plc12-31-2020Com7,641Decreased-7.330.00350,000.0021.9591.60Form 13
Knott David M12-31-2020Common406,500Maintained0.008.4418,654,000.0032.0245.89Form 13
Wasatch Advisors Inc12-31-2020Com1,074,812Increased24.729.9949,323,000.0051.8145.89Form 13
Ameriprise Financial Inc12-31-2020Com136,634Increased162.630.006,271,000.00246.85139.98Form 13
Friess Associates Llc12-31-2020Com91,853Increased26.620.314,215,000.0067.1345.89Form 13
Credit Suisse Ag/12-31-2020Com30,598Increased66.570.001,404,000.00119.72183.06Form 13
Kennedy Capital Management, Inc.12-31-2020Com98,717Decreased-61.110.104,530,000.00-48.6645.89Form 13
Goldman Sachs Group Inc12-31-2020Cmn189,490Decreased-5.060.008,696,000.0025.3491.78Form 13
Axa S.a.06-30-2019Com4,700New!0.000.00214,000.000.0045.53Form 13
Wolverine Trading, Llc12-31-2020Com63,453Increased232.210.002,964,000.00367.51140.09Form 13
Bank Of Montreal /can/12-31-2020Com13,566Increased976.670.00624,000.001,100.00129.06Form 13
Manufacturers Life Insurance Company, The12-31-2020Com15,847Increased11.260.00727,000.0035.3845.88Form 13
Parametric Portfolio Associates Llc12-31-2020Common Stock28,862Decreased-0.860.001,324,000.0020.5845.87Form 13
Renaissance Group Llc12-31-2020Com21,365Increased0.230.04980,000.0021.8945.87Form 13
Royal Bank Of Canada12-31-2020Com4,523Increased7.740.00207,000.0031.01128.13Form 13
Brookfield Asset Management Inc.03-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Brookfield Asset Management Inc.06-30-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Brookfield Asset Management Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Brookfield Asset Management Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Great West Life Assurance Co /can/12-31-2020Com1,769Maintained0.000.0081,000.0020.9045.79Form 13
Voya Investment Management Llc12-31-2020Com11,163Increased35.790.00512,000.0065.1645.87Form 13
California State Teachers Retirement System12-31-2020Common Stock40,192Increased2.000.001,844,000.0024.0945.88Form 13
Precept Management Llc12-31-2020Com465,548Increased117.298.6621,364,000.00164.5091.78Form 13
Green Square Capital Advisors Llc12-31-2020Stock14,411Maintained0.000.22661,000.0021.7345.87Form 13
Two Sigma Investments, Lp12-31-2020Com19,680New!0.000.00903,000.000.0045.88Form 13
Balyasny Asset Management Llc12-31-2020Com18,928Maintained0.000.01869,000.000.0045.91Form 13
Rice Hall James & Associates, Llc12-31-2020Com36,645Increased7.290.061,682,000.0030.5945.90Form 13
Silvercrest Asset Management Group Llc12-31-2020Com493,724Decreased-28.830.1722,657,000.00-13.3745.89Form 13
Diker Management Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Marshall Wace, Llp12-31-2020Common Stock97,285Increased96.910.024,465,000.00139.8045.90Form 13
Marshall Wace North America L.p.12-31-2020Common Stock84,810Increased94.000.023,893,000.00136.0891.81Form 13
Portolan Capital Management, Llc12-31-2020Com220,481Decreased-53.690.9210,118,000.00-43.6345.89Form 13
Walleye Trading Llc12-31-2020Com187,263Increased21.400.048,594,000.0047.76137.71Form 13
Bank Of New York Mellon Corp12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
P2 Capital Partners, Llc12-31-2020Com598,000Decreased-14.571.8627,442,000.003.9945.89Form 13
Putnam Investments Llc12-31-2020Common Stock181,897New!0.000.018,347,000.000.0091.53Form 13
Citadel Advisors Llc12-31-2020Com478,133Increased11.610.0021,942,000.0035.86137.67Form 13
Nantahala Capital Management, Llc12-31-2020Com501,100Increased4.720.7122,995,000.0027.4745.89Form 13
Arrowmark Colorado Holdings Llc12-31-2020Com260,495Decreased-0.660.0911,954,000.0020.9245.89Form 13
Sg Capital Management Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Parallax Volatility Advisers, L.p.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Parallax Volatility Advisers, L.p.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Nuveen Asset Management, Llc12-31-2020Com104,472Decreased-0.300.004,794,000.0021.3791.78Form 13
Metlife Investment Management, Llc12-31-2020Com10,139Maintained0.000.00465,000.0032.1045.86Form 13
Tower Research Capital Llc (trc)12-31-2020Com1,512Decreased-93.190.0069,000.00-91.7691.30Form 13
G2 Investment Partners Management Llc12-31-2020Com326,456Decreased-15.172.7514,981,000.003.2645.89Form 13
Point72 Hong Kong Ltd12-31-2020Com471New!0.000.0022,000.000.0046.71Form 13
Cubist Systematic Strategies, Llc12-31-2020Com24,686Increased92.230.021,133,000.00134.0945.90Form 13
Venator Capital Management Ltd.12-31-2020Com64,000Decreased-52.351.252,937,000.00-41.9945.89Form 13
Sg3 Management, Llc12-31-2020Com113,500Increased183.750.105,209,000.00274.7591.89Form 13
Squarepoint Ops Llc12-31-2020Com11,215Decreased-72.830.00515,000.00-66.9045.92Form 13
Quadrant Capital Group Llc12-31-2020Com11New!0.000.001,000.000.0090.91Form 13
Quadrature Capital Ltd12-31-2020Com10,620New!0.000.02488,000.000.0045.95Form 13
Schonfeld Strategic Advisors Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Schonfeld Strategic Advisors Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Intrinsic Edge Capital Management Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
General Equity Holdings Lp12-31-2020Com740,999Decreased-24.549.9934,004,000.00-8.1545.89Form 13
Caption Management, Llc12-31-2020Com499,200New!0.000.5222,907,000.000.0091.77Form 13
Qube Research & Technologies Ltd12-31-2020Com13,450New!0.000.01617,000.000.0045.87Form 13
Exoduspoint Capital Management, Lp12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
New York Life Investments Alternatives12-31-2020Com34,083New!0.001.041,564,000.000.0045.89Form 13
Fifth Third Bancorp12-31-2020Com582Decreased-89.910.0027,000.00-87.5646.39Form 13
Metropolitan Life Insurance Co/ny12-31-2020Com7,336Maintained0.000.01337,000.0032.1645.94Form 13
Tocqueville Asset Management L.p.12-31-2020Com56,800Decreased-4.220.042,607,000.0026.4945.90Form 13
Charles Schwab Investment Management Inc12-31-2020Com169,821Increased19.700.007,794,000.0058.0345.90Form 13
Morgan Stanley12-31-2020Com32,767Decreased-11.460.001,504,000.0016.95229.61Form 13
Ashford Capital Management Inc12-31-2020Com469,386Decreased-0.222.0821,540,000.0031.7345.89Form 13
Ardsley Advisory Partners Lp12-31-2020Com380,500Increased9.502.8717,461,000.0044.5645.89Form 13
Invesco Ltd.12-31-2020Com8,863New!0.000.00407,000.000.0091.89Form 13
Tudor Investment Corp Et Al12-31-2020Common Stock5,610Maintained0.000.01257,000.000.0045.81Form 13
State Street Corp12-31-2020Com642,736Increased14.440.0029,495,000.0039.3045.89Form 13
Oberweis Asset Management Inc/12-31-2020Com28,600Increased12.160.351,312,000.0048.0845.87Form 13
Deutsche Bank Ag\12-31-2020Com22,539Increased40.260.001,034,000.0070.63183.55Form 13
Castleark Management Llc12-31-2020Com96,705New!0.000.174,438,000.000.0045.89Form 13
Jane Street Group, Llc12-31-2020Com99,000Increased17.580.004,543,000.0043.1345.89Form 13
Strategic Wealth Partners, Ltd.12-31-2020Com7,199New!0.000.14330,000.000.0045.84Form 13
Truist Financial Corp12-31-2020Com109,756New!0.000.015,037,000.000.00231.74Form 13
Jpmorgan Chase & Co12-31-2020Common121,115Maintained0.000.005,558,000.000.00137.68Form 13
Wcm Investment Management, Llc12-31-2020Com205,010Maintained0.000.039,408,000.000.0045.89Form 13
Principal Financial Group Inc12-31-2020Com6,735Maintained0.000.00309,000.000.0045.88Form 13
Emc Capital Management12-31-2020Com31,698New!0.001.111,455,000.000.0045.90Form 13
Ubs Asset Management Americas Inc12-31-2020Equity Us Cm20,271Increased0.300.43930,236,000.0022.09183,565.94Form 13
Channing Capital Management, Llc12-31-2020Com820,369Maintained0.001.5337,647,000.000.0045.89Form 13
Eaton Vance Management12-31-2020Common Stock4,500Maintained0.000.00207,000.000.0046.00Form 13
B. Metzler Seel. Sohn & Co. Holding Ag12-31-2020Com17,262New!0.000.01806,000.000.0046.69Form 13
Dimensional Fund Advisors Lp12-31-2020Com425,438Maintained0.000.0119,524,000.000.0045.89Form 13
Axiom Investment Management Llc06-30-2019Com0Liquidated!-100.000.000.000.000.00Form 13
Axiom Investment Management Llc03-31-2019Com0Liquidated!-100.000.000.000.000.00Form 13
Axiom Investment Management Llc12-31-2019Com0Liquidated!-100.000.000.000.000.00Form 13
Axiom Investment Management Llc09-30-2019Com0Liquidated!-100.000.000.000.000.00Form 13
Axiom Investment Management Llc09-30-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Axiom Investment Management Llc03-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Axiom Investment Management Llc06-30-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Susquehanna International Group, Llp12-31-2020Com176,861Maintained0.000.008,116,000.000.00137.67Form 13
Private Advisor Group, Llc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Hodges Capital Management Inc.03-31-2021Com90,877Increased2.830.594,288,000.005.7247.18Form 13
Wedge Capital Management L L P/nc03-31-2021Com418,333Decreased-15.240.2419,741,000.00-12.8447.19Form 13
Valeo Financial Advisors, Llc03-31-2021Stock14Decreased-41.670.001,000.000.0071.43Form 13
Private Capital Group, Llc03-31-2021Common Stock1,129Decreased-8.060.0153,000.00-5.3646.94Form 13
Huntington National Bank03-31-2021Common Stock413Decreased-13.420.0019,000.00-13.6446.00Form 13
Farmers & Merchants Investments Inc03-31-2021Com190Maintained0.000.009,000.000.0047.37Form 13
Mesirow Financial Investment Management, Inc.03-31-2021Com8,812Decreased-3.101.13416,000.00-99.9047.21Form 13
Juncture Wealth Strategies, Llc03-31-2021Com20,239Increased44.910.59943,000.0047.1146.59Form 13