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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VT
326
Vise Technologies
New York
$324K +$292K +2,269 New
RWM
327
RMG Wealth Management
Wisconsin
$315K
CP
328
CenterBook Partners
Connecticut
$315K -$387K -3,008 -58%
TPI
329
Trust Point Inc
Wisconsin
$313K -$208K -1,615 -42%
ACA
330
Aptus Capital Advisors
Alabama
$312K +$3.86K +30 +1%
SG Americas Securities
331
SG Americas Securities
New York
$310K -$2.39M -18,611 -90%
CCM
332
Coldstream Capital Management
Washington
$303K -$56.6K -440 -17%
RWM
333
Ritholtz Wealth Management
New York
$301K +$14.1K +110 +6%
YMRC
334
Yorktown Management & Research Company
Virginia
$300K
WA
335
WESPAC Advisors
California
$298K +$268K +2,086 New
EPW
336
Evolve Private Wealth
California
$293K +$263K +2,049 New
GWANC
337
Guardian Wealth Advisors (North Carolina)
North Carolina
$291K +$2.7K +21 +1%
PAM
338
Panagora Asset Management
Massachusetts
$290K
DWA
339
Douglass Winthrop Advisors
New York
$286K -$161K -1,250 -38%
OWCM
340
One Wealth Capital Management
Arizona
$282K +$254K +1,977 New
BAG
341
Bridgewealth Advisory Group
California
$277K
WFI
342
West Family Investments
California
$271K +$244K +1,899 New
EIG
343
Ellenbecker Investment Group
Wisconsin
$268K
PS
344
Pinney & Scofield
Massachusetts
$263K
JFA
345
JNBA Financial Advisors
Minnesota
$263K
GI
346
GAMMA Investing
California
$255K +$44K +342 +24%
TWP
347
Triad Wealth Partners
Kansas
$251K +$219K +1,705 New
HWM
348
HB Wealth Management
Georgia
$248K +$223K +1,735 New
ECA
349
Elevated Capital Advisors
Utah
$238K
CC
350
Chicago Capital
Illinois
$235K +$212K +1,649 New