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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$253K +$3.69K +37 +2%
FAFN
302
First Affirmative Financial Network
Colorado
$251K -$3.99K -40 -2%
GT
303
Greenleaf Trust
Michigan
$245K -$19.5K -196 -8%
HNW
304
High Note Wealth
Minnesota
$245K +$1.7K +17 +0.7%
ECM
305
Everence Capital Management
Indiana
$244K +$231K +2,320 New
LSA
306
Leonteq Securities AG
Switzerland
$243K +$100 +1 +0%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$240K
APP
308
Avantax Planning Partners
Iowa
$236K -$46.2K -463 -17%
KBC Group
309
KBC Group
Belgium
$235K -$114K -1,142 -34%
RFC
310
Regions Financial Corp
Alabama
$232K -$11K -110 -5%
MCM
311
Monument Capital Management
Virginia
$225K -$22K -221 -9%
EH
312
Equitable Holdings
New York
$224K -$115K -1,155 -35%
HFO
313
Heritage Family Offices
Arizona
$222K
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$217K +$206K +2,068 New
AB
315
ANB Bank
Colorado
$217K +$205K +2,060 New
CCM
316
Coldstream Capital Management
Washington
$216K -$10.6K -106 -5%
PAM
317
Panagora Asset Management
Massachusetts
$214K -$4.79K -48 -2%
EF
318
Empowered Funds
Pennsylvania
$209K +$198K +1,984 New
BRWA
319
B. Riley Wealth Advisors
Florida
$209K +$198K +1,983 New
SAM
320
Shell Asset Management
Netherlands
$205K -$38.7K -388 -17%
MFG
321
Merit Financial Group
Georgia
$205K +$194K +1,946 New
BAG
322
Bridgewealth Advisory Group
California
$204K +$193K +1,938 New
VA
323
Vident Advisory
Georgia
$201K -$7.98K -80 -4%
ITFISA
324
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$200K
JFA
325
JNBA Financial Advisors
Minnesota
$194K