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BANX

ArrowMark Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$10.9M
PAIM
2
Punch & Associates Investment Management
Minnesota
$7.68M -$1.82M -82,357 -19%
GIM
3
Greenwich Investment Management
Connecticut
$6.11M +$6.14M +278,129 New
Osaic Holdings
4
Osaic Holdings
Arizona
$5.03M +$26.1K +1,180 +0.5%
Stifel Financial
5
Stifel Financial
Missouri
$3.72M -$6.65K -301 -0.2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.95M +$1.96M +88,612 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.45M
UCFA
8
United Capital Financial Advisors
Texas
$1.07M -$44.2K -2,000 -4%
BA
9
Bard Associates
Illinois
$795K +$109K +4,950 +16%
RJA
10
Raymond James & Associates
Florida
$563K
OA
11
Oxbow Advisors
Texas
$488K
CCA
12
Cadent Capital Advisors
Oklahoma
$471K -$54.1K -2,450 -10%
OGC
13
Oak Grove Capital
New Hampshire
$395K -$22.1K -1,000 -5%
CHAM
14
Clear Harbor Asset Management
Connecticut
$303K -$663 -30 -0.2%
VHAM
15
Van Hulzen Asset Management
California
$288K -$75.1K -3,400 -21%
TA
16
Tiedemann Advisors
New York
$266K
BAM
17
Belpointe Asset Management
Nevada
$255K +$60.2K +2,723 +31%
OC
18
Oppenheimer & Co
New York
$209K
MFG
19
Magnus Financial Group
New York
$204K
Morgan Stanley
20
Morgan Stanley
New York
$175K
Bank of America
21
Bank of America
North Carolina
$157K -$2.21K -100 -1%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$87K -$74.7K -3,383 -46%
APA
23
American Portfolios Advisors
New York
$72.5K +$9.21K +417 +14%
UB
24
UMB Bank
Missouri
$59K +$59.6K +2,700 New
SCA
25
Stonebridge Capital Advisors
Minnesota
$42K