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ArrowMark Financial

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