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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
376
Pallas Capital Advisors
Massachusetts
$200K +$180K +1,404 New
Los Angeles Capital Management
377
Los Angeles Capital Management
California
$199K
AF
378
Advisornet Financial
Minnesota
$198K
VCM
379
Versant Capital Management
Arizona
$185K +$54.8K +426 +49%
Simplex Trading
380
Simplex Trading
Illinois
$153K +$104K +809 +309%
1IA
381
1620 Investment Advisors
Massachusetts
$134K -$5.91K -46 -5%
HNB
382
Hilltop National Bank
Wyoming
$131K
GA
383
GoalVest Advisory
New York
$131K +$118K +915 New
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$125K +$2.19K +17 +2%
SAM
385
Smartleaf Asset Management
Massachusetts
$125K
MAM
386
Marquette Asset Management
Minnesota
$118K
AAP
387
Arax Advisory Partners
Colorado
$114K +$71.2K +554 +225%
BC
388
Bayforest Capital
United Kingdom
$111K +$61.4K +478 +161%
IWC
389
Integrated Wealth Concepts
Massachusetts
$102K +$92K +716 New
ECSS
390
Eurizon Capital SGR SpA
$96.5K +$4.76K +37 +6%
TC
391
Trust Company
Kansas
$95.6K
Optiver Holding
392
Optiver Holding
Netherlands
$90.7K +$52.6K +409 +181%
RIL
393
Rothschild Investment LLC
Illinois
$82.8K +$36.9K +287 +98%
PWPS
394
Pinnacle Wealth Planning Services
Ohio
$81.7K -$1.16K -9 -2%
SOW
395
State of Wyoming
Wyoming
$78.7K -$126K -977 -64%
KAS
396
Kemnay Advisory Services
New York
$71.8K +$15.8K +123 +32%
C
397
Covestor
United Kingdom
$66K -$31.1K -242 -34%
VSQM
398
V-Square Quantitative Management
Illinois
$58.4K +$52.6K +409 New
AF
399
Allworth Financial
California
$52.7K -$98.3K -765 -67%
HCA
400
Harbor Capital Advisors
Illinois
$49K -$1.54K -12 -3%