We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
576
Western Pacific Wealth Management
Illinois
$295K – – –
DWA
577
Douglass Winthrop Advisors
New York
$290K +$2.04K +90 +0.7%
PFPT
578
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K -$54.9K -2,420 -15%
JSAM
579
J. Safra Asset Management
New York
$289K +$116K +5,111 +64%
Vanguard Personalized Indexing Management
580
Vanguard Personalized Indexing Management
California
$289K -$124K -5,457 -29%
SMA
581
Seven Mile Advisory
New Jersey
$288K – – –
CC
582
Commons Capital
Massachusetts
$288K +$68.1K +3,000 +30%
KCM
583
Kornitzer Capital Management
Kansas
$288K – – –
VWA
584
Visionary Wealth Advisors
Illinois
$286K +$6.45K +284 +2%
ACM
585
Anfield Capital Management
California
$284K +$25.6K +1,127 +10%
WIA
586
World Investment Advisors
California
$282K +$4.47K +197 +2%
TIAA Trust, National Association
587
TIAA Trust, National Association
North Carolina
$281K +$29.2K +1,287 +11%
AGP
588
Autumn Glory Partners
Texas
$278K – – –
MSAM
589
Moloney Securities Asset Management
Missouri
$277K +$66K +2,909 +30%
SMA
590
Sage Mountain Advisors
Georgia
$277K – – –
CMAI
591
Capital Management Associates Inc
Minnesota
$276K +$56.5K +2,490 +25%
VCM
592
Virtue Capital Management
Tennessee
$276K +$282K +12,445 New
CA
593
Cornerstone Advisory
Maryland
$274K +$136 +6 +0%
Northwestern Mutual Wealth Management
594
Northwestern Mutual Wealth Management
Wisconsin
$273K +$80.7K +3,554 +40%
DTL
595
Dynamic Technology Lab
Singapore
$273K +$280K +12,330 New
NPT
596
National Philanthropic Trust
Pennsylvania
$272K +$279K +12,291 New
JF
597
Jump Financial
Illinois
$270K -$3.13M -137,803 -92%
OPWM
598
Oakwell Private Wealth Management
Texas
$268K +$22.7K +1,000 +9%
FBB
599
Fulton Breakefield Broenniman
Maryland
$268K – – –
NSIM
600
North Star Investment Management
Illinois
$267K +$34.8K +1,533 +15%