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ArrowMark Financial
BANX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
ArrowMark Colorado Holdings
1
ArrowMark Colorado Holdings
Colorado
USD 17.3 M – – –
Stifel Financial
2
Stifel Financial
Missouri
USD 2.72 M +USD 2.12 k +108 +0.1%
Osaic Holdings
3
Osaic Holdings
Arizona
USD 2.56 M +USD 338 k +17,232 +15%
NWMP
4
Noble Wealth Management PBC
Colorado
USD 2.1 M +USD 17.3 k +884 +0.8%
EAM
5
Everstar Asset Management
North Carolina
USD 1.17 M +USD 241 k +12,287 +26%
CEFA
6
Closed-End Fund Advisors
Virginia
USD 1.07 M -USD 296 k -15,123 -22%
AC
7
Almitas Capital
California
USD 994 k -USD 439 k -22,409 -31%
AlphaCore Capital
8
AlphaCore Capital
California
USD 787 k +USD 789 k +40,258 Nuevas
Morgan Stanley
9
Morgan Stanley
New York
USD 659 k -USD 431 -22 -0.1%
Marshall Wace
10
Marshall Wace
United Kingdom
USD 638 k +USD 639 k +32,626 Nuevas
Raymond James Financial
11
Raymond James Financial
Florida
USD 615 k -USD 3.2 M -163,380 -84%
CL
12
CSS LLC
Illinois
USD 524 k -USD 94.5 k -4,821 -15%
Oppenheimer & Co
13
Oppenheimer & Co
New York
USD 470 k +USD 6.6 k +337 +1%
Capital Investment Advisors
14
Capital Investment Advisors
Georgia
USD 447 k -USD 27.4 k -1,400 -6%
Hudson Bay Capital Management
15
Hudson Bay Capital Management
Connecticut
USD 356 k -USD 753 k -38,444 -68%
Falcon Wealth Planning
16
Falcon Wealth Planning
California
USD 316 k – – –
Mariner
17
Mariner
Kansas
USD 293 k +USD 293 k +14,974 Nuevas
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
USD 289 k – – –
UBS Group
19
UBS Group
Switzerland
USD 273 k +USD 204 k +10,395 +293%
Accurate Wealth Management
20
Accurate Wealth Management
Florida
USD 228 k -USD 37.6 k -1,917 -14%
Private Advisor Group
21
Private Advisor Group
New Jersey
USD 216 k -USD 23.8 k -1,214 -10%
Belpointe Asset Management
22
Belpointe Asset Management
Nevada
USD 201 k +USD 202 k +10,300 Nuevas
Blue Bell Private Wealth Management
23
Blue Bell Private Wealth Management
Pennsylvania
USD 37.2 k -USD 3.94 k -201 -10%
Trust Company of Vermont
24
Trust Company of Vermont
Vermont
USD 34.2 k +USD 34.3 k +1,750 Nuevas
JP Morgan Chase
25
JP Morgan Chase
New York
USD 21 k +USD 21 k +1,073 Nuevas
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