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BANX

ArrowMark Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.32M -$2.13M -93,963 -25%
OA
2
Oxbow Advisors
Texas
$5.74M -$703K -31,049 -11%
HCM
3
Hilton Capital Management
New York
$5.17M +$340K +15,026 +7%
UCFA
4
United Capital Financial Advisors
Texas
$3.65M -$113K -5,000 -3%
GIM
5
Greenwich Investment Management
Connecticut
$3.57M -$240K -10,597 -6%
Stifel Financial
6
Stifel Financial
Missouri
$2.91M +$282K +12,441 +11%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.85M -$195K -8,631 -6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$1.47M
BC
9
Brinker Capital
Pennsylvania
$767K +$114K +5,019 +17%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$658K +$400K +17,674 +150%
Truist Financial
11
Truist Financial
North Carolina
$597K +$606K +26,780 New
OGC
12
Oak Grove Capital
New Hampshire
$537K -$45.3K -2,000 -8%
VHAM
13
Van Hulzen Asset Management
California
$490K -$52.3K -2,310 -10%
BA
14
Bard Associates
Illinois
$422K -$6.79K -300 -2%
Northern Trust
15
Northern Trust
Illinois
$344K +$42.2K +1,866 +14%
OC
16
Oppenheimer & Co
New York
$330K +$2.58K +114 +0.8%
CHAM
17
Clear Harbor Asset Management
Connecticut
$329K
Creative Planning
18
Creative Planning
Kansas
$321K -$12.5K -553 -4%
OAM
19
Oxford Asset Management
United Kingdom
$263K +$266K +11,741 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$262K +$47.5K +2,097 +22%
CWM
21
Concentric Wealth Management
California
$253K +$257K +11,350 New
Man Group
22
Man Group
United Kingdom
$225K
Baird Financial Group
23
Baird Financial Group
Wisconsin
$216K +$8.89K +393 +4%
PAG
24
Private Advisor Group
New Jersey
$215K
Morgan Stanley
25
Morgan Stanley
New York
$195K +$3.96K +175 +2%