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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
401
CVA Family Office
Colorado
$11.5K +$12.3K +102 New
HFS
402
Horizon Financial Services
North Carolina
$10.7K – – –
Brown Brothers Harriman & Co
403
Brown Brothers Harriman & Co
New York
$10.2K – – –
Blue Trust Inc
404
Blue Trust Inc
Georgia
$9.25K +$1.08K +9 +12%
JWA
405
JFS Wealth Advisors
Pennsylvania
$8.81K +$361 +3 +4%
PTC
406
Private Trust Company
Ohio
$8.23K -$18.1K -150 -67%
KFI
407
Key Financial Inc
Pennsylvania
$7.11K – – –
RF
408
Rossby Financial
Florida
$6.31K +$5.54K +46 +511%
FFO
409
Fortitude Family Office
Arizona
$6.2K +$3.61K +30 +120%
QL
410
Quarry LP
New York
$5.64K +$6.02K +50 New
Bogart Wealth LLC
411
Bogart Wealth LLC
Virginia
$5.41K +$5.78K +48 New
FIA
412
FNY Investment Advisers
New York
$5K – – –
JSAM
413
J. Safra Asset Management
New York
$4.74K +$2.41K +20 +91%
MCM
414
Manchester Capital Management
Vermont
$4.06K – – –
LI
415
LRI Investments
Florida
$4.06K +$4.33K +36 New
SL
416
Salomon & Ludwin
Virginia
$4.03K – – –
SS
417
Sunbelt Securities
Texas
$3.72K – – –
JTBR
418
James T. Borello RIA
Illinois
$3.04K +$120 +1 +4%
PWMG
419
Private Wealth Management Group
New Jersey
$2.71K – – –
JWM
420
JPL Wealth Management
Colorado
$2.6K +$2.77K +23 New
BIA
421
Bell Investment Advisors
California
$2.48K – – –
PFBT
422
Parkside Financial Bank & Trust
Missouri
$2.48K – – –
AFC
423
Ares Financial Consulting
California
$2.41K – – –
S
424
Sachetta
Massachusetts
$2.37K +$2.53K +21 New
NS
425
NBC Securities
Alabama
$2.25K – – –