We are live on
!
Find out more
UMPQ
Umpqua Holdings Corp
UMPQ
UMPQ
Delisted
UMPQ was delisted on the 28th of February, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 401 |
AW
401
Alpha Windward
Westwood,
Massachusetts
| – | -$8K | -381 | Closed |
|
| 402 |
SWP
402
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$5K | -219 | Closed |
|
| 403 |
CCM
403
Cribstone Capital Management
Augusta,
Maine
| – | -$4K | -200 | Closed |
|
| 404 |
VFA
404
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -129 | Closed |
|
| 405 |
KJWM
405
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$2K | -113 | Closed |
|
| 406 |
RCAG
406
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$1.73K | -83 | Closed |
|
| 407 |
MWPCG
407
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| – | -$1K | -59 | Closed |
|
| 408 |
VDFA
408
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| – | -$1K | -48 | Closed |
|
| 409 |
MOS
409
MGO One Seven
Beachwood,
Ohio
| – | +$940 | +50 | New |
|