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BANX

ArrowMark Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$8.36M -$779K -35,718 -9%
OA
2
Oxbow Advisors
Texas
$6.39M +$86.3K +3,959 +1%
HCM
3
Hilton Capital Management
New York
$4.8M +$1.72M +78,929 +57%
GIM
4
Greenwich Investment Management
Connecticut
$3.79M +$36.1K +1,655 +1%
UCFA
5
United Capital Financial Advisors
Texas
$3.74M -$131K -6,000 -3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$3.02M -$43.3K -1,986 -1%
Stifel Financial
7
Stifel Financial
Missouri
$2.62M +$380K +17,436 +17%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$1.46M
BC
9
Brinker Capital
Pennsylvania
$642K +$146K +6,689 +30%
OGC
10
Oak Grove Capital
New Hampshire
$578K
VHAM
11
Van Hulzen Asset Management
California
$538K +$17.4K +800 +3%
BTS
12
BB&T Securities
Virginia
$481K -$3.79K -174 -0.8%
BA
13
Bard Associates
Illinois
$426K -$10.9K -500 -3%
Creative Planning
14
Creative Planning
Kansas
$331K -$6.91K -317 -2%
CHAM
15
Clear Harbor Asset Management
Connecticut
$327K
OC
16
Oppenheimer & Co
New York
$325K -$32.2K -1,476 -9%
Northern Trust
17
Northern Trust
Illinois
$299K -$17.5K -802 -6%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$259K +$17.8K +817 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$249K +$44 +2 +0%
Man Group
20
Man Group
United Kingdom
$222K -$570K -26,137 -72%
PAG
21
Private Advisor Group
New Jersey
$218K +$210K +9,625 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$214K +$210K +9,638 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$206K +$203K +9,308 New
Morgan Stanley
24
Morgan Stanley
New York
$189K -$34.9K -1,600 -16%
BAM
25
Belpointe Asset Management
Nevada
$182K +$178K +8,172 New