We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWC
301
MBM Wealth Consultants
Missouri
$697K +$131K +6,305 +24%
RIL
302
Rothschild Investment LLC
Illinois
$690K
MNBTD
303
Moody National Bank Trust Division
Texas
$687K
CP
304
Camelot Portfolios
Ohio
$678K +$195K +9,391 +42%
HWA
305
Heritage Wealth Advisors
Virginia
$673K +$58.8K +2,829 +10%
AWM
306
AllSquare Wealth Management
New York
$671K +$14.5K +700 +2%
NHC
307
Nicholas Hoffman & Company
Georgia
$668K +$43.1K +2,073 +7%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$662K +$649K +31,262 New
KPW
309
Kore Private Wealth
New York
$656K
VFA
310
Valeo Financial Advisors
Indiana
$654K
EAM
311
Evanson Asset Management
California
$651K +$3.88K +187 +0.6%
BPA
312
Beacon Pointe Advisors
California
$646K +$347K +16,694 +121%
QCIG
313
Quad-Cities Investment Group
Iowa
$638K +$56.9K +2,741 +10%
IIA
314
IPG Investment Advisors
California
$633K
MWM
315
Merriman Wealth Management
Washington
$632K +$23.7K +1,140 +4%
WCM
316
Wealthcare Capital Management
Virginia
$632K +$620K +29,839 New
PPW
317
Parcion Private Wealth
Washington
$631K
FPCG
318
Fort Pitt Capital Group
Pennsylvania
$631K +$619K +29,787 New
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$629K +$25.2K +1,212 +4%
BRWM
320
B. Riley Wealth Management
Tennessee
$616K +$248K +11,917 +70%
OWP
321
Obermeyer Wealth Partners
Colorado
$608K +$195K +9,368 +49%
APA
322
American Portfolios Advisors
New York
$604K +$71.6K +3,446 +14%
RT
323
Rockland Trust
Massachusetts
$600K
PTC
324
Private Trust Company
Ohio
$597K
Comerica Bank
325
Comerica Bank
Texas
$584K -$19K -915 -3%