We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$2.83M +$49.7K +2,520 +2%
LP
127
LMR Partners
United Kingdom
$2.78M +$3.06M +155,259 New
WA
128
Wambolt & Associates
Colorado
$2.65M +$211K +10,707 +8%
DW
129
Domani Wealth
Pennsylvania
$2.65M – – –
SC
130
Sierra Capital
Florida
$2.63M -$254K -12,884 -8%
RVPG
131
Relative Value Partners Group
$2.6M +$2.57M +130,394 New
SWP
132
Stratos Wealth Partners
Ohio
$2.58M +$48.5K +2,460 +2%
CWP
133
Curated Wealth Partners
California
$2.58M – – –
CSA
134
Cottage Street Advisors
Massachusetts
$2.57M +$5.68K +288 +0.2%
IC
135
IEQ Capital
California
$2.57M -$181K -9,198 -6%
NAM
136
Nissay Asset Management
Japan
$2.55M -$428K -21,737 -13%
ACM
137
Anfield Capital Management
California
$2.54M +$226K +11,475 +9%
PCA
138
Providence Capital Advisors
North Carolina
$2.54M +$980K +49,719 +54%
TCA
139
Transcend Capital Advisors
New Jersey
$2.49M +$1.81K +92 +0.1%
AG
140
Ascent Group
Virginia
$2.49M +$233K +11,795 +10%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$2.47M +$304K +15,400 +13%
TC
142
Truvestments Capital
Florida
$2.43M +$123K +6,233 +5%
FA
143
Financial Advantage
Maryland
$2.41M +$27.1K +1,374 +1%
CBB
144
Citizens Business Bank
California
$2.33M – – –
SPC
145
Sigma Planning Corp
Michigan
$2.31M +$28.7K +1,455 +1%
QT
146
Quantbot Technologies
New York
$2.29M +$839K +42,544 +50%
CAM
147
Cresset Asset Management
Illinois
$2.26M +$130K +6,593 +5%
FMN
148
Financial Management Network
California
$2.26M +$2.36M +119,611 New
LCP
149
LGT Capital Partners
Switzerland
$2.24M -$2.48M -125,700 -50%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$2.2M -$157K -7,945 -6%