We are live on ! Find out more
UMBF icon

UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
301
Prime Capital Investment Advisors
Kansas
$258K +$281K +2,548 New
GT
302
Greenleaf Trust
Michigan
$255K +$35.5K +322 +15%
ACA
303
Aptus Capital Advisors
Alabama
$255K +$278K +2,525 New
SCM
304
Shelton Capital Management
Colorado
$250K +$272K +2,469 New
FAFN
305
First Affirmative Financial Network
Colorado
$246K +$268K +2,429 New
GWANC
306
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$264K +2,391 New
OIA
307
OneDigital Investment Advisors
Kansas
$239K +$56.1K +509 +27%
MCM
308
Monument Capital Management
Virginia
$239K -$61.4K -557 -19%
M&T Bank
309
M&T Bank
New York
$237K +$259K +2,345 New
AACP
310
Advantage Alpha Capital Partners
California
$236K -$400K -3,624 -61%
SAM
311
Shell Asset Management
Netherlands
$236K +$257K +2,334 New
CA
312
Clearstead Advisors
Ohio
$235K +$256K +2,323 New
RFC
313
Regions Financial Corp
Alabama
$234K +$1.65K +15 +0.7%
LSA
314
Leonteq Securities AG
Switzerland
$234K +$95K +862 +59%
HNW
315
High Note Wealth
Minnesota
$234K +$255K +2,312 New
EI
316
Ethic Inc
New York
$230K +$253K +2,292 New
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$230K +$251K +2,278 New
BC
318
Bayforest Capital
United Kingdom
$224K +$238K +2,157 +3,595%
HFO
319
Heritage Family Offices
Arizona
$224K +$17.2K +156 +8%
AAS
320
Ameritas Advisory Services
Nebraska
$223K +$243K +2,206 New
CCM
321
Coldstream Capital Management
Washington
$218K +$9.81K +89 +4%
Corient Private Wealth
322
Corient Private Wealth
Florida
$211K +$230K +2,087 New
PAM
323
Panagora Asset Management
Massachusetts
$210K +$229K +2,080 New
BAM
324
Blueshift Asset Management
New Jersey
$203K +$221K +2,005 New
VA
325
Vident Advisory
Georgia
$202K +$220K +1,995 New