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BANX

ArrowMark Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$3.93M +$29.7K +1,414 +0.8%
Stifel Financial
2
Stifel Financial
Missouri
$3.37M -$24.1K -1,147 -0.7%
ACH
3
ArrowMark Colorado Holdings
Colorado
$3.01M -$1.25M -59,562 -30%
NWMP
4
Noble Wealth Management PBC
Colorado
$1.7M +$1.63M +77,679 New
EAM
5
Everstar Asset Management
North Carolina
$969K +$79.2K +3,766 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$742K +$242K +11,487 +51%
Morgan Stanley
7
Morgan Stanley
New York
$678K +$257K +12,221 +65%
CIA
8
Capital Investment Advisors
Georgia
$603K
BA
9
Bard Associates
Illinois
$595K -$292K -13,880 -34%
Marshall Wace
10
Marshall Wace
United Kingdom
$566K +$156K +7,398 +40%
OC
11
Oppenheimer & Co
New York
$489K +$132K +6,284 +39%
FWP
12
Falcon Wealth Planning
California
$413K
CCG
13
Catalina Capital Group
California
$344K
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$324K +$310K +14,762 New
AWM
15
Accurate Wealth Management
Florida
$311K +$302K +14,374 New
OA
16
Oxbow Advisors
Texas
$239K -$2.1K -100 -0.9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$222K +$3.36K +160 +2%
PAG
18
Private Advisor Group
New Jersey
$205K +$197K +9,350 New
BAM
19
Belpointe Asset Management
Nevada
$204K +$196K +9,300 New
MCM
20
MAI Capital Management
Ohio
$115K
Bank of America
21
Bank of America
North Carolina
$66.9K -$84 -4 -0.1%
UB
22
UMB Bank
Missouri
$59.2K
TCOV
23
Trust Company of Vermont
Vermont
$38.4K -$12.1K -575 -25%
CSC
24
Caldwell Sutter Capital
California
$15.2K
PFA
25
Pathway Financial Advisers
Indiana
$12.2K +$11.7K +557 New