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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
351
Central Trust Company
Missouri
$28.2K +$8.3K +72 +43%
FG
352
Fairman Group
Pennsylvania
$26.8K
PTC
353
Private Trust Company
Ohio
$25.1K +$4.96K +43 +25%
HCA
354
Harbor Capital Advisors
Illinois
$22K -$9.57K -83 -30%
KFP
355
Kerr Financial Planning
California
$19.9K +$21.4K +186 New
ACM
356
Accent Capital Management
Ohio
$17.8K +$6.34K +55 +58%
QC
357
Quent Capital
New York
$17.4K +$16.9K +147 New
LFG
358
Larson Financial Group
Missouri
$17K +$346 +3 +2%
RFP
359
Root Financial Partners
California
$16.6K +$16.1K +140 New
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$15.4K -$1.73K -15 -10%
HFS
361
Horizon Financial Services
North Carolina
$11.2K
BBHC
362
Brown Brothers Harriman & Co
New York
$10.7K
HNB
363
Huntington National Bank
Ohio
$9.7K
GRP
364
Global Retirement Partners
California
$9.24K +$576 +5 +7%
BTI
365
Blue Trust Inc
Georgia
$8.64K -$58K -503 -87%
EP
366
Essential Partners
California
$8.52K +$7.84K +68 +1,700%
HWM
367
Hemington Wealth Management
Virginia
$8K +$1.27K +11 +17%
CIAM
368
Caitong International Asset Management
Hong Kong
$7.81K +$7.61K +66 New
WAS
369
Winch Advisory Services
Wisconsin
$7.8K -$19.5K -169 -72%
KFI
370
Key Financial Inc
Pennsylvania
$7.45K
HIM
371
Hillsdale Investment Management
Ontario, Canada
$7.1K +$1.15K +10 +20%
HWA
372
HHM Wealth Advisors
Tennessee
$6.63K
JWA
373
JFS Wealth Advisors
Pennsylvania
$6.51K
MG
374
Mather Group
Illinois
$5.92K +$5.76K +50 New
FIA
375
FNY Investment Advisers
New York
$5K