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UMB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$65K +$19.3K +203 +41%
HWMA
202
Heritage Wealth Management (Arizona)
Arizona
$64K +$65.4K +689 New
MWC
203
MBM Wealth Consultants
Missouri
$57K
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$50K +$19.5K +205 +62%
FHA
205
First Horizon Advisors
Tennessee
$37K
PA
206
Parallel Advisors
California
$36K -$95 -1 -0.3%
NFSG
207
Newbridge Financial Services Group
Florida
$33K
Lazard Asset Management
208
Lazard Asset Management
New York
$28K
S
209
SignatureFD
Georgia
$28K
EVM
210
Eaton Vance Management
Massachusetts
$27K -$29.9K -315 -53%
GWM
211
Geneos Wealth Management
Colorado
$23K
FCA
212
FinTrust Capital Advisors
South Carolina
$17K -$380 -4 -2%
PCG
213
Private Capital Group
Connecticut
$17K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$15K +$3.04K +32 +25%
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$14K
LC
216
Lindbrook Capital
California
$11K
CWP
217
Concord Wealth Partners
Virginia
$9K -$3.9K -41 -29%
ASN
218
Advisory Services Network
Georgia
$9K +$9.5K +100 New
LWM
219
Liberty Wealth Management
California
$8K -$380 -4 -4%
QCG
220
Quadrant Capital Group
Ohio
$8K +$475 +5 +6%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$6K +$5.98K +63 New
DAM
222
Delta Asset Management
Tennessee
$5K -$1.9K -20 -29%
TWA
223
TCI Wealth Advisors
Arizona
$5K
SL
224
Savior LLC
Massachusetts
$4K
APA
225
American Portfolios Advisors
New York
$3.26K