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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
226
Ohio Public Employees Retirement System (OPERS)
Ohio
$690K -$1.19M -10,806 -61%
DTL
227
Dynamic Technology Lab
Singapore
$690K -$1.39M -12,571 -65%
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$672K -$9.81K -89 -1%
TPI
229
Trust Point Inc
Wisconsin
$640K -$270K -2,451 -28%
CIA
230
Concurrent Investment Advisors
Florida
$631K +$688K +6,242 New
DWA
231
Douglass Winthrop Advisors
New York
$624K -$27.6K -250 -4%
GFA
232
Gallagher Fiduciary Advisors
Illinois
$619K +$39K +354 +6%
1C
233
111 Capital
France
$596K +$650K +5,897 New
TSS
234
Two Sigma Securities
New York
$596K +$650K +5,893 New
KeyBank National Association
235
KeyBank National Association
Ohio
$588K -$92.6K -840 -13%
Vanguard Personalized Indexing Management
236
Vanguard Personalized Indexing Management
California
$582K +$141K +1,282 +29%
NA
237
NewEdge Advisors
Louisiana
$570K +$199K +1,803 +47%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$559K -$52.7K -478 -8%
HighTower Advisors
239
HighTower Advisors
Illinois
$533K +$385K +3,494 +197%
FC
240
Farringdon Capital
United Kingdom
$530K +$578K +5,240 New
SAM
241
Securian Asset Management
Minnesota
$521K +$204K +1,851 +56%
WF
242
Whelan Financial
California
$500K +$545K +4,942 New
KA
243
KLCM Advisors
Wisconsin
$493K +$538K +4,878 New
SCTC
244
Sanibel Captiva Trust Company
Florida
$492K
COI
245
Connable Office Inc
Michigan
$490K +$535K +4,851 New
FRM
246
Fox Run Management
Connecticut
$481K +$525K +4,759 New
IIC
247
Integrated Investment Consultants
Michigan
$481K +$524K +4,753 New
HCPC
248
Hamilton Capital Partners (Canada)
$473K +$51.4K +466 +11%
Vontobel Holding
249
Vontobel Holding
Switzerland
$461K -$108K -983 -18%
ECM
250
Evergreen Capital Management
Washington
$456K +$495K +4,490 New