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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$820K +$15K +125 +2%
SOADOR
227
State of Alaska Department of Revenue
Alaska
$804K
CBU
228
CIBC Bancorp USA
Illinois
$790K +$843K +7,007 New
M&T Bank
229
M&T Bank
New York
$770K -$42.1K -350 -5%
GKWIM
230
Gerber Kawasaki Wealth & Investment Management
California
$765K -$19.7K -164 -2%
BIG
231
Brooklyn Investment Group
New York
$750K +$800K +6,646 New
MAM
232
Martingale Asset Management
Massachusetts
$734K +$783K +6,506 New
CIM
233
Cambria Investment Management
California
$707K +$84.5K +702 +13%
FRM
234
Fox Run Management
Connecticut
$705K +$771K +6,409 New
HFS
235
Hantz Financial Services
Michigan
$703K +$502K +4,169 +202%
FT
236
Fiduciary Trust
Massachusetts
$701K -$171K -1,423 -19%
Man Group
237
Man Group
United Kingdom
$698K +$50.4K +419 +7%
P
238
&Partners
Tennessee
$665K +$130K +1,077 +22%
KFP
239
Kerr Financial Planning
California
$655K +$604K +5,021 +2,473%
HighTower Advisors
240
HighTower Advisors
Illinois
$621K -$42.1K -350 -6%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$619K
EWA
242
EP Wealth Advisors
California
$600K +$16.5K +137 +3%
SAM
243
Securian Asset Management
Minnesota
$594K +$15.4K +128 +2%
CP
244
CenterBook Partners
Connecticut
$588K -$795K -6,603 -56%
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
$577K -$50.2M -416,945 -99%
ECM
246
Evergreen Capital Management
Washington
$575K +$128K +1,066 +27%
TCM
247
Tributary Capital Management
Nebraska
$572K -$15M -124,458 -96%
KeyBank National Association
248
KeyBank National Association
Ohio
$572K -$8.3K -69 -1%
HCPC
249
Hamilton Capital Partners (Canada)
$566K
WF
250
Whelan Financial
California
$565K +$120 +1 +0%