We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
351
Triumph Capital Management
Colorado
$936K -$638K -29,588 -41%
AG
352
Ascent Group
Virginia
$931K -$46.2K -2,140 -5%
BWM
353
BKM Wealth Management
Wisconsin
$928K +$16.5K +767 +2%
Axa
354
Axa
France
$928K +$914K +42,378 New
BAM
355
Belpointe Asset Management
Nevada
$919K +$6.49K +301 +0.7%
BO
356
Bank OZK
Arkansas
$901K
WIM
357
WealthPlan Investment Management
Nebraska
$892K -$272K -12,593 -24%
1IA
358
1620 Investment Advisors
Massachusetts
$891K +$23.5K +1,089 +3%
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
$888K +$190K +8,824 +28%
AWM
360
AllSquare Wealth Management
New York
$870K +$8.63K +400 +1%
JCFM
361
JBR Co Financial Management
Oklahoma
$854K +$128K +5,950 +18%
WA
362
WESPAC Advisors
California
$844K +$68.3K +3,168 +9%
NC
363
NewSquare Capital
Pennsylvania
$844K -$5K -232 -0.6%
CFB
364
Cullen/Frost Bankers
Texas
$844K +$7.57K +351 +0.9%
SF
365
Summit Financial
New Jersey
$830K +$818K +37,931 New
SFS
366
Sowell Financial Services
Arkansas
$820K +$22.7K +1,050 +3%
Allianz Asset Management
367
Allianz Asset Management
Germany
$819K +$32.3K +1,495 +4%
Koshinski Asset Management
368
Koshinski Asset Management
Illinois
$812K +$12.2K +567 +2%
DJSG
369
D.J. St. Germain
Massachusetts
$808K -$77.7K -3,600 -9%
HCPC
370
Hamilton Capital Partners (Canada)
$792K -$6.47K -300 -0.8%
BBHC
371
Brown Brothers Harriman & Co
New York
$792K +$107K +4,980 +16%
MCFP
372
Mallini Complete Financial Planning
Florida
$790K +$778K +36,072 New
PWM
373
Perigon Wealth Management
California
$780K -$75.1K -3,481 -9%
MWPCG
374
Measured Wealth Private Client Group
New Hampshire
$779K -$906 -42 -0.1%
SAI
375
Savvy Advisors Inc
New York
$763K +$752K +34,836 New