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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
451
Zions Bancorporation, National Association
Utah
$2.43K – – –
SWM
452
Spire Wealth Management
Virginia
$2.28K – – –
DF
453
Dunhill Financial
United Kingdom
$2.06K – – –
BHWM
454
Bay Harbor Wealth Management
Maryland
$2K +$386 +3 +27%
CAL
455
Capital Advisors Ltd
Ohio
$2K – – –
TWD
456
True Wealth Design
Ohio
$2K – – –
QL
457
Quarry LP
New York
$1.86K -$4.76K -37 -74%
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.86K – – –
PWA
459
Physician Wealth Advisors
Utah
$1.71K – – –
IA
460
IFP Advisors
Florida
$1.71K – – –
NB
461
NBT Bank
New York
$1.71K – – –
HIA
462
HFM Investment Advisors
New Jersey
$1.57K +$771 +6 +120%
TM
463
Torren Management
California
$1.47K – – –
FNWA
464
Financial Network Wealth Advisors
Utah
$1.43K +$1.28K +10 New
SEP
465
Signature Equity Partners
Ohio
$1.43K +$1.28K +10 New
WTA
466
Washington Trust Advisors
Massachusetts
$1.32K – – –
TFA
467
Transamerica Financial Advisors
Florida
$1K +$900 +7 New
SGFG
468
Silver Grove Financial Group
New York
$999 +$900 +7 New
PS
469
Planning Strategies
Pennsylvania
$857 +$771 +6 New
VWA
470
Valued Wealth Advisors
Utah
$716 +$643 +5 New
EP
471
Essential Partners
California
$714 -$1.54K -12 -71%
PWMG
472
Prestige Wealth Management Group
New Jersey
$573 – – –
PWA
473
Principia Wealth Advisory
Texas
$571 – – –
MWM
474
Mascoma Wealth Management
New Hampshire
$571 +$514 +4 New
HFS
475
Hughes Financial Services
Virginia
$428 +$129 +1 +50%