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UMB Financial
UMBF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
376
SageView Advisory Group
California
$5.18K +$5.1K +45 New
FIA
377
FNY Investment Advisers
New York
$5K – – –
SL
378
Salomon & Ludwin
Virginia
$4.19K – – –
MCM
379
Manchester Capital Management
Vermont
$4.14K – – –
IA
380
IFP Advisors
Florida
$3.8K – – –
SS
381
Sunbelt Securities
Texas
$3.8K – – –
WTA
382
Washington Trust Advisors
Massachusetts
$3.48K +$340 +3 +11%
FFO
383
Fortitude Family Office
Arizona
$2.88K +$340 +3 +14%
PWMG
384
Private Wealth Management Group
New Jersey
$2.76K -$1.25K -11 -31%
BIA
385
Bell Investment Advisors
California
$2.53K – – –
JSAM
386
J. Safra Asset Management
New York
$2.53K – – –
PFBT
387
Parkside Financial Bank & Trust
Missouri
$2.53K – – –
AFC
388
Ares Financial Consulting
California
$2.42K +$2.38K +21 New
FHA
389
Flagship Harbor Advisors
Massachusetts
$2.3K +$2.27K +20 New
NS
390
NBC Securities
Alabama
$2.3K – – –
WWA
391
Wealth Watch Advisors
Colorado
$2.07K – – –
CAL
392
Capital Advisors Ltd
Ohio
$2K – – –
EP
393
Essential Partners
California
$1.96K -$6.23K -55 -76%
TPBG
394
Turning Point Benefit Group
Maryland
$1.96K – – –
SWM
395
Spire Wealth Management
Virginia
$1.84K -$113 -1 -6%
TWD
396
True Wealth Design
Ohio
$1.61K -$113 -1 -7%
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.5K – – –
PWA
398
Physician Wealth Advisors
Utah
$1.38K – – –
AGWCA
399
Annis Gardner Whiting Capital Advisors
Florida
$1.38K +$1.36K +12 New
RF
400
Rossby Financial
Florida
$1.03K +$1.02K +9 New
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