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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
HFM Investment Advisors
New Jersey
$526 +$399 +4 +400%
TPWA
402
Twin Peaks Wealth Advisors
California
$458 +$399 +4 New
BHWM
403
Bay Harbor Wealth Management
Maryland
$421 +$299 +3 +300%
EP
404
Essential Partners
California
$421 +$399 +4 New
RWM
405
Rialto Wealth Management
New York
$316 +$299 +3 New
PWM
406
Parkworth Wealth Management
California
$210 – – –
TFM
407
TFC Financial Management
Massachusetts
$106 – – –
TIM
408
Tortoise Investment Management
New York
$105 +$100 +1 New
1IA
409
1620 Investment Advisors
Massachusetts
$75 -$103K -1,029 -99%
FGP
410
Freestone Grove Partners
California
– -$75.8M -749,507 Closed
ZIG
411
Zurich Insurance Group
Switzerland
– -$47M -464,699 Closed
CF
412
Corebridge Financial
Texas
– -$10.9M -108,116 Closed
Voloridge Investment Management
413
Voloridge Investment Management
Florida
– -$9.83M -97,196 Closed
FCI
414
Financial Counselors Inc
Kansas
– -$5.19M -51,293 Closed
BCM
415
Bridgeway Capital Management
Texas
– -$3.16M -31,305 Closed
Jacobs Levy Equity Management
416
Jacobs Levy Equity Management
New Jersey
– -$3.15M -31,196 Closed
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
– -$2.85M -28,219 Closed
Assenagon Asset Management
418
Assenagon Asset Management
Luxembourg
– -$2.5M -24,705 Closed
WAM
419
Wolverine Asset Management
Illinois
– -$2.4M -23,757 Closed
Robeco Institutional Asset Management
420
Robeco Institutional Asset Management
Netherlands
– -$1.29M -12,725 Closed
HSA
421
Hussman Strategic Advisors
Maryland
– -$1.06M -10,500 Closed
CL
422
CSS LLC
Illinois
– -$780K -7,719 Closed
CPC
423
Cookson Peirce & Co
Pennsylvania
– -$745K -7,367 Closed
B
424
Bailard
California
– -$720K -7,123 Closed
TSS
425
Two Sigma Securities
New York
– -$596K -5,893 Closed