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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$8.71K -$1.54K -12 -16%
FFO
427
Fortitude Family Office
Arizona
$8.14K +$257 +2 +4%
APFP
428
Action Point Financial Planning
Michigan
$7.57K +$7.33K +57 New
RF
429
Rossby Financial
Florida
$6.71K -$1.03K -8 -15%
CT
430
Clearstead Trust
Maine
$6.57K +$5.91K +46 New
CA
431
Clearstead Advisors
Ohio
$6.52K +$4.63K +36 +360%
JSAM
432
J. Safra Asset Management
New York
$6K – – –
AIM
433
Anchor Investment Management
South Carolina
$6K +$5.4K +42 New
LI
434
LRI Investments
Florida
$5.85K +$643 +5 +14%
NB
435
NBH Bank
Colorado
$5.71K +$5.14K +40 New
MCM
436
Manchester Capital Management
Vermont
$5.14K – – –
BTI
437
Blue Trust Inc
Georgia
$5.14K -$5.91K -46 -56%
SL
438
Salomon & Ludwin
Virginia
$5.1K – – –
RWM
439
Rialto Wealth Management
New York
$5K +$2.96K +23 +192%
WA
440
WPG Advisers
Maryland
$4.28K +$1.41K +11 +58%
AW
441
Avion Wealth
Texas
$4K +$1.03K +8 +31%
S
442
Sachetta
Massachusetts
$3.71K +$643 +5 +24%
CA
443
Continuum Advisory
Idaho
$3.57K +$3.21K +25 New
PWMG
444
Private Wealth Management Group
New Jersey
$3.43K – – –
JWM
445
JPL Wealth Management
Colorado
$3.28K – – –
BIA
446
Bell Investment Advisors
California
$3.14K – – –
PFBT
447
Parkside Financial Bank & Trust
Missouri
$3.14K – – –
CCMI
448
Creative Capital Management Investments
California
$3.14K +$2.83K +22 New
AFC
449
Ares Financial Consulting
California
$3K – – –
TCM
450
TD Capital Management
Tennessee
$2.44K – – –