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UMB Financial
UMBF

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$2.36K +$455 +7 +23%
MCM
227
Manchester Capital Management
Vermont
$2.23K – – –
SFG
228
Steward Financial Group
Texas
$2K +$2.79K +43 New
BIA
229
Bell Investment Advisors
California
$1.92K – – –
CA
230
Clearstead Advisors
Ohio
$1.8K +$1.88K +29 New
CWP
231
Concord Wealth Partners
Virginia
$1.74K – – –
IA
232
IFP Advisors
Florida
$1.61K – – –
HCP
233
Hexagon Capital Partners
Arkansas
$1.24K -$779 -12 -38%
CAL
234
Capital Advisors Ltd
Ohio
$1K – – –
NS
235
NBC Securities
Alabama
$1K +$1.3K +20 New
GWS
236
Glassman Wealth Services
Virginia
$869 – – –
SIC
237
SJS Investment Consulting
Ohio
$807 +$65 +1 +8%
BAAM
238
Baker Avenue Asset Management
California
$745 – – –
CFGS
239
Concourse Financial Group Securities
Alabama
$374 +$390 +6 New
FFA
240
Farther Finance Advisors
California
$372 – – –
CWC
241
Carolinas Wealth Consulting
North Carolina
$216 +$195 +3 New
VCM
242
Versant Capital Management
Arizona
$186 -$974 -15 -83%
CA
243
Crewe Advisors
Utah
$125 +$130 +2 New
MCM
244
Maltese Capital Management
New York
– -$2.28M -37,500 Closed
AWA
245
Aaron Wealth Advisors
Illinois
– -$847K -13,907 Closed
RL
246
Retireful LLC
Michigan
– -$772K -12,679 Closed
BFM
247
Boothbay Fund Management
New York
– -$548K -9,000 Closed
EI
248
Ethic Inc
New York
– -$271K -4,446 Closed
AA
249
ALPS Advisors
Colorado
– -$251K -4,119 Closed
YIH
250
Y-Intercept (HK)
Hong Kong
– -$212K -3,484 Closed
7 8 9
10
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