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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
201
Panagora Asset Management
Massachusetts
$21K – – –
GT
202
Glenmede Trust
Pennsylvania
$20K -$23.2K -350 -54%
PCG
203
Private Capital Group
Connecticut
$19K -$2.92K -44 -13%
GWM
204
Geneos Wealth Management
Colorado
$17K – – –
DAM
205
Delta Asset Management
Tennessee
$15K -$4.98K -75 -25%
ASN
206
Advisory Services Network
Georgia
$13K -$2.39K -36 -16%
TWA
207
TCI Wealth Advisors
Arizona
$11K – – –
FMT
208
First Mercantile Trust
Tennessee
$11K +$730 +11 +7%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$10K – – –
S
210
SignatureFD
Georgia
$10K +$796 +12 +9%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$9K -$32.4K -488 -79%
IA
212
IFP Advisors
Florida
$8K -$597 -9 -7%
CIA
213
CSat Investment Advisory
Michigan
$8K +$929 +14 +14%
LWM
214
Liberty Wealth Management
California
$6K – – –
BGIM
215
Brandywine Global Investment Management
Pennsylvania
$5K – – –
FCA
216
FinTrust Capital Advisors
South Carolina
$5K – – –
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$4K – – –
SF
218
Synovus Financial
Georgia
$4K – – –
OAM
219
Oppenheimer Asset Management
New York
$3K – – –
EI
220
Ellevest Inc
New York
$3K +$2.52K +38 New
SL
221
Savior LLC
Massachusetts
$3K +$2.72K +41 New
CFGS
222
Concourse Financial Group Securities
Alabama
$2K – – –
HGWM
223
Harvest Group Wealth Management
Massachusetts
$2K – – –
APA
224
American Portfolios Advisors
New York
$1.78K – – –
SFS
225
Sowell Financial Services
Arkansas
$1K -$2.06K -31 -72%