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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
251
Toronto Dominion Bank
Ontario, Canada
$1K +$731 +9 New
JWM
252
Janiczek Wealth Management
Colorado
$990 -$1.3K -16 -48%
SWM
253
Spire Wealth Management
Virginia
$808 -$2.85K -35 -71%
SC
254
Schubert & Co
Texas
$635 -$81 -1 -8%
EI
255
Ellevest Inc
New York
$577 +$813 +10 New
CFGS
256
Concourse Financial Group Securities
Alabama
$406 -$1.3K -16 -70%
EWA
257
EverSource Wealth Advisors
Alabama
$404 +$569 +7 New
TFM
258
TFC Financial Management
Massachusetts
$174 +$244 +3 New
VCM
259
Versant Capital Management
Arizona
$173
SIC
260
SJS Investment Consulting
Ohio
$116 -$731 -9 -82%
CIP
261
Champlain Investment Partners
Vermont
-$103M -1,238,140 Closed
NI
262
Nuance Investments
Missouri
-$14.3M -171,685 Closed
CIP
263
Chartwell Investment Partners
Pennsylvania
-$11.7M -139,789 Closed
AWA
264
Arete Wealth Advisors
Illinois
-$175K -26,852 Closed
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
-$2.21M -26,507 Closed
GC
266
Globeflex Capital
California
-$1.85M -22,186 Closed
Voloridge Investment Management
267
Voloridge Investment Management
Florida
-$1.76M -21,127 Closed
VIM
268
VELA Investment Management
Ohio
-$1.33M -15,940 Closed
HSBC Holdings
269
HSBC Holdings
United Kingdom
-$1.12M -13,425 Closed
ZCM
270
Ziegler Capital Management
Illinois
-$1.04M -12,475 Closed
Lido Advisors
271
Lido Advisors
California
-$972K -11,633 Closed
ANTB
272
AMG National Trust Bank
Colorado
-$933K -11,172 Closed
Jennison Associates
273
Jennison Associates
New York
-$886K -10,609 Closed
DT
274
Diversified Trust
Tennessee
-$765K -9,164 Closed
Marshall Wace
275
Marshall Wace
United Kingdom
-$727K -8,700 Closed