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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
176
Douglass Winthrop Advisors
New York
$536K -$130K -1,585 -20%
HSBC Holdings
177
HSBC Holdings
United Kingdom
$524K -$740K -9,020 -59%
I
178
InceptionR
California
$521K +$513K +6,250 New
B
179
Bailard
California
$519K -$304K -3,713 -37%
X
180
Xponance
Pennsylvania
$499K -$27.8K -339 -5%
SGI
181
Summit Global Investments
Utah
$499K -$726K -8,853 -60%
State Board of Administration of Florida Retirement System
182
State Board of Administration of Florida Retirement System
Florida
$488K -$170K -2,070 -26%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$478K -$2.79K -34 -0.6%
AWS
184
Atria Wealth Solutions
New York
$469K +$1.15K +14 +0.3%
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$465K +$233K +2,846 +104%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$463K +$172K +2,099 +61%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$442K
AI
188
Atria Investments
North Carolina
$426K +$419K +5,110 New
BMCM
189
Black Maple Capital Management
Wisconsin
$417K +$410K +5,000 New
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$411K -$381K -4,651 -49%
ACM
191
Aquatic Capital Management
Illinois
$400K +$394K +4,800 New
SOADOR
192
State of Alaska Department of Revenue
Alaska
$393K
SCTC
193
Sanibel Captiva Trust Company
Florida
$382K
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$380K +$102K +1,246 +38%
FAG
195
Fortitude Advisory Group
Washington
$379K -$738 -9 -0.2%
Assenagon Asset Management
196
Assenagon Asset Management
Luxembourg
$373K -$9.23M -112,522 -96%
WIM
197
WealthPlan Investment Management
Nebraska
$373K -$117K -1,428 -24%
AACP
198
Advantage Alpha Capital Partners
California
$368K -$38.1K -464 -10%
P
199
Pitcairn
Pennsylvania
$363K +$26K +317 +8%
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
$360K +$354K +4,312 New