B. Riley Wealth Advisors’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+1,983	New	+$209K	0.01%	859
2015 Q1	–	Sell	-130	Closed	-$7	–	1902
2014 Q4	$7	Buy	+130	New	+$7	﹤0.01%	3033
2014 Q3	–	Sell	-130	Closed	-$8.24K	–	1818
2014 Q2	$8.24K	Buy	+130	New	+$8.24K	﹤0.01%	1864