We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cornerstone Wealth Management
Missouri
$323K +$53K +2,741 +17%
FPAS
402
Focus Partners Advisor Solutions
Missouri
$321K +$1.04K +54 +0.3%
C
403
Certuity
Florida
$317K -$41.3K -2,135 -10%
DWM
404
Doyle Wealth Management
Florida
$310K +$29K +1,500 +9%
QT
405
Quantamental Technologies
New York
$308K +$353K +18,262 New
PWM
406
Purus Wealth Management
California
$307K -$40K -2,071 -10%
EW
407
Evoke Wealth
California
$307K – – –
MWM
408
Modera Wealth Management
New Jersey
$306K – – –
LC
409
Lindbrook Capital
California
$306K +$1.49K +77 +0.4%
MA
410
MONECO Advisors
Connecticut
$305K -$2.69K -139 -0.8%
CIBC Asset Management
411
CIBC Asset Management
Ontario, Canada
$305K – – –
CDH
412
Charles D. Hyman
$299K – – –
PIA
413
Perennial Investment Advisors
California
$296K +$13.2K +682 +4%
KA
414
Kovack Advisors
Florida
$296K +$35.3K +1,825 +12%
ESCM
415
Echo Street Capital Management
New York
$296K +$339K +17,534 New
CP
416
Camelot Portfolios
Ohio
$294K -$66.8K -3,454 -17%
EWA
417
Exencial Wealth Advisors
Oklahoma
$291K -$12.4K -640 -4%
HT
418
Heritage Trust
Oklahoma
$291K +$10.2K +527 +3%
AIP
419
Ahrens Investment Partners
Louisiana
$289K -$916K -47,355 -73%
FAIM
420
Financial Advocates Investment Management
Washington
$289K +$34.1K +1,762 +11%
WKWM
421
Walter & Keenan Wealth Management
Indiana
$287K +$38.7K +2,000 +13%
TCOV
422
Trust Company of Vermont
Vermont
$286K +$52.7K +2,728 +19%
AFC
423
Adaptive Financial Consulting
Ohio
$284K – – –
FLPIM
424
F.L. Putnam Investment Management
Massachusetts
$283K -$65.9K -3,410 -17%
BA
425
Bridge Advisory
California
$281K +$31.3K +1,618 +11%