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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Concurrent Investment Advisors
Florida
$561K +$62.2K +484 +14%
LRPA
277
L. Roy Papp & Associates
Arizona
$557K
NAS
278
Nykredit A/S
Denmark
$556K +$501K +3,896 New
OC
279
Oppenheimer & Co
New York
$548K +$73.9K +575 +18%
DnB Asset Management
280
DnB Asset Management
Norway
$546K
NEWAS
281
N.E.W. Advisory Services
Wisconsin
$545K +$1.28K +10 +0.3%
Sumitomo Mitsui Trust Group
282
Sumitomo Mitsui Trust Group
Japan
$537K +$14K +109 +3%
COI
283
Connable Office Inc
Michigan
$534K -$33.9K -264 -7%
ITFISA
284
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$521K
PA
285
Profund Advisors
Maryland
$515K +$18.4K +143 +4%
HCPC
286
Hamilton Capital Partners (Canada)
$509K -$186K -1,450 -29%
WWM
287
Whalen Wealth Management
Nevada
$501K -$29.2K -227 -6%
AHL
288
Abel Hall LLC
Louisiana
$498K -$15K -117 -3%
MYIA
289
Mount Yale Investment Advisors
Colorado
$486K +$68.3K +531 +18%
KHC
290
Koesten Hirschmann & Crabtree
Kansas
$484K
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$480K -$14.3K -111 -3%
HSBC Holdings
292
HSBC Holdings
United Kingdom
$471K -$1.29M -10,056 -75%
FCT
293
First Community Trust
Iowa
$454K
SPIA
294
Steward Partners Investment Advisory
New York
$453K +$9.77K +76 +2%
LA
295
LexAurum Advisors
Kansas
$449K +$1.41K +11 +0.4%
FPW
296
Flywheel Private Wealth
California
$428K
AWAU
297
Alliance Wealth Advisors (Utah)
Utah
$422K +$380K +2,955 New
PWG
298
Portside Wealth Group
Utah
$416K +$375K +2,917 New
APP
299
Avantax Planning Partners
Iowa
$416K
Capstone Investment Advisors
300
Capstone Investment Advisors
New York
$415K +$374K +2,908 New