We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
176
Cetera Advisor Networks
California
$2.02M +$82.9K +3,891 +4%
TCBWMS
177
Texas Capital Bank Wealth Management Services
Texas
$2.02M +$200K +9,367 +11%
NF
178
NTB Financial
Colorado
$2.01M +$49K +2,300 +2%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$2M +$142K +6,668 +7%
MWM
180
Midwest Wealth Management
Indiana
$1.98M +$81.2K +3,811 +4%
WT
181
Whittier Trust
California
$1.96M
ECM
182
ExodusPoint Capital Management
New York
$1.94M +$1.97M +92,420 New
PCA
183
Providence Capital Advisors
North Carolina
$1.92M +$1.96M +91,906 New
DSC
184
Duncker Streett & Co
Missouri
$1.89M -$178K -8,366 -8%
Bessemer Group
185
Bessemer Group
New Jersey
$1.85M
PAS
186
Park Avenue Securities
New York
$1.82M -$4.37K -205 -0.2%
AR
187
Advisory Research
Illinois
$1.79M -$53K -2,488 -3%
QT
188
Quantbot Technologies
New York
$1.78M +$79.3K +3,722 +5%
KCFA
189
Key Client Fiduciary Advisors
New Jersey
$1.78M +$221K +10,365 +14%
SCI
190
Stableford Capital II
Arizona
$1.75M +$4.03K +189 +0.2%
State Street
191
State Street
Massachusetts
$1.74M +$24.4K +1,146 +1%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$1.74M +$340K +15,957 +24%
WP
193
WealthPLAN Partners
Nebraska
$1.73M +$17.7K +831 +1%
WIM
194
WealthPlan Investment Management
Nebraska
$1.73M +$1.82M +85,349 New
BLC
195
Brown, Lisle/Cummings
Rhode Island
$1.73M +$5.86K +275 +0.3%
JWCA
196
J.W. Cole Advisors
Florida
$1.72M +$48K +2,250 +3%
SFPG
197
Stonebridge Financial Planning Group
Florida
$1.7M -$2.92K -137 -0.2%
SWM
198
Spire Wealth Management
Virginia
$1.7M -$204K -9,580 -11%
AWS
199
Atria Wealth Solutions
New York
$1.69M +$1.72M +80,734 New
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$1.68M +$539K +25,297 +46%