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BANX

ArrowMark Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$11.3M -$1.24M -59,107 -10%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.13M +$1.37M +65,474 +39%
Stifel Financial
3
Stifel Financial
Missouri
$3.7M +$225K +10,735 +7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.45M
UCFA
5
United Capital Financial Advisors
Texas
$1.31M -$149K -7,100 -11%
RJA
6
Raymond James & Associates
Florida
$686K +$654K +31,170 New
BA
7
Bard Associates
Illinois
$648K +$217K +10,370 +54%
OA
8
Oxbow Advisors
Texas
$498K +$475K +22,641 New
CCA
9
Cadent Capital Advisors
Oklahoma
$470K +$32.8K +1,564 +8%
OGC
10
Oak Grove Capital
New Hampshire
$468K -$84 -4 -0%
LWA
11
Lineweaver Wealth Advisors
Ohio
$369K +$352K +16,789 New
VHAM
12
Van Hulzen Asset Management
California
$363K
Marshall Wace
13
Marshall Wace
United Kingdom
$315K +$301K +14,336 New
CHAM
14
Clear Harbor Asset Management
Connecticut
$305K -$6.71K -320 -2%
Truist Financial
15
Truist Financial
North Carolina
$277K -$789K -37,647 -75%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$263K -$266K -12,686 -51%
TA
17
Tiedemann Advisors
New York
$261K
ACH
18
ArrowMark Colorado Holdings
Colorado
$245K
OC
19
Oppenheimer & Co
New York
$216K +$205K +9,792 New
MFG
20
Magnus Financial Group
New York
$205K +$195K +9,298 New
Morgan Stanley
21
Morgan Stanley
New York
$175K -$4.84K -231 -3%
Bank of America
22
Bank of America
North Carolina
$168K
BAM
23
Belpointe Asset Management
Nevada
$156K +$149K +7,120 New
APA
24
American Portfolios Advisors
New York
$58.8K +$18.4K +877 +49%
SCA
25
Stonebridge Capital Advisors
Minnesota
$42K