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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
426
Fortitude Family Office
Arizona
$8.14K +$257 +2 +4%
APFP
427
Action Point Financial Planning
Michigan
$7.57K +$7.33K +57 New
RF
428
Rossby Financial
Florida
$6.71K -$1.03K -8 -15%
CT
429
Clearstead Trust
Maine
$6.57K +$5.91K +46 New
CA
430
Clearstead Advisors
Ohio
$6.52K +$4.63K +36 +360%
JSAM
431
J. Safra Asset Management
New York
$6K
LI
432
LRI Investments
Florida
$5.85K +$643 +5 +14%
NB
433
NBH Bank
Colorado
$5.71K +$5.14K +40 New
MCM
434
Manchester Capital Management
Vermont
$5.14K
BTI
435
Blue Trust Inc
Georgia
$5.14K -$5.91K -46 -56%
SL
436
Salomon & Ludwin
Virginia
$5.1K
RWM
437
Rialto Wealth Management
New York
$5K +$2.96K +23 +192%
WA
438
WPG Advisers
Maryland
$4.28K +$1.41K +11 +58%
AW
439
Avion Wealth
Texas
$4K +$1.03K +8 +31%
S
440
Sachetta
Massachusetts
$3.71K +$643 +5 +24%
CA
441
Continuum Advisory
Idaho
$3.57K +$3.21K +25 New
PWMG
442
Private Wealth Management Group
New Jersey
$3.43K
JWM
443
JPL Wealth Management
Colorado
$3.28K
BIA
444
Bell Investment Advisors
California
$3.14K
CCMI
445
Creative Capital Management Investments
California
$3.14K +$2.83K +22 New
AFC
446
Ares Financial Consulting
California
$3K
TCM
447
TD Capital Management
Tennessee
$2.44K
ZBNA
448
Zions Bancorporation, National Association
Utah
$2.43K
SWM
449
Spire Wealth Management
Virginia
$2.28K
DF
450
Dunhill Financial
United Kingdom
$2.06K