Filing Research | ARROWMARK FINANCIAL CORP COM Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

5 / 5 loaded

#		Instrument	quantity
1	Noble Wealth Management PBC	Shares	107.2KSH	$2.1M
2	Falcon Wealth Planning	Shares	16.2KSH	$316.3K
3	Accurate Wealth Management, LLC	Shares	11.4KSH	$227.8K
4	HIGHLINE WEALTH PARTNERS LLC	Shares	135SH	$2.6K
5	SBI Securities Co., Ltd.	Shares	3SH	$59

Manager changes2026-06-30 vs 2026-03-31

7 / 7 loaded

#		Instrument
1	Noble Wealth Management PBC added	Shares	+884	+$69.4K	$2.1M
2	Falcon Wealth Planning unchanged	Shares	0	+$7.9K	$316.3K
3	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$66	$2.6K
4	SBI Securities Co., Ltd. trimmed	Shares	-4	-$74	$59
5	FNY Investment Advisers, LLC exited	Shares	-4.7K	-$89	$0
6	Sound Income Strategies, LLC exited	Shares	-453	-$8.7K	$0
7	Accurate Wealth Management, LLC trimmed	Shares	-1.9K	-$31.4K	$227.8K

Filing Research | ARROWMARK FINANCIAL CORP COM Institutional Holdings