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BANX

ArrowMark Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$9.79M +$78.5K +3,971 +0.8%
GIM
2
Greenwich Investment Management
Connecticut
$6.01M +$787K +39,811 +15%
PAIM
3
Punch & Associates Investment Management
Minnesota
$5.33M -$729K -36,910 -12%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.72M +$164K +8,287 +3%
Stifel Financial
5
Stifel Financial
Missouri
$2.61M +$25.8K +1,307 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.49M +$464K +23,476 +22%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.27M
UCFA
8
United Capital Financial Advisors
Texas
$931K
BA
9
Bard Associates
Illinois
$793K +$31.6K +1,600 +4%
OA
10
Oxbow Advisors
Texas
$644K +$153K +7,750 +30%
RJA
11
Raymond James & Associates
Florida
$537K +$46.5K +2,353 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$313K +$26K +1,316 +9%
Millennium Management
13
Millennium Management
New York
$275K +$283K +14,311 New
TA
14
Tiedemann Advisors
New York
$228K
Bank of America
15
Bank of America
North Carolina
$195K +$59.3K +3,000 +42%
BAM
16
Belpointe Asset Management
Nevada
$185K
Morgan Stanley
17
Morgan Stanley
New York
$162K +$9.88K +500 +6%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$70K +$27.9K +1,413 +63%
UB
19
UMB Bank
Missouri
$52K
SCA
20
Stonebridge Capital Advisors
Minnesota
$36K
UBS Group
21
UBS Group
Switzerland
$36K +$37.4K +1,894 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$32K
Wells Fargo
23
Wells Fargo
California
$31K -$9.88K -500 -24%
WB
24
West Bancorporation
Iowa
$19K
AF
25
Allworth Financial
California
$18K +$18.8K +950 New