We are live on ! Find out more
ARCC icon

Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
201
Pictet North America Advisors
Switzerland
$1.37M +$37.2K +1,922 +2%
KCFA
202
Key Client Fiduciary Advisors
New Jersey
$1.36M -$99.1K -5,125 -6%
AWS
203
Atria Wealth Solutions
New York
$1.35M +$1.24M +63,891 +393%
BI
204
Bramshill Investments
Florida
$1.34M +$40.3K +2,084 +3%
SCA
205
Snowden Capital Advisors
New York
$1.32M +$22.5K +1,162 +2%
SFG
206
StrategIQ Financial Group
Indiana
$1.31M +$73.6K +3,807 +5%
RFN
207
RDA Financial Network
Iowa
$1.3M +$32.2K +1,667 +2%
State Street
208
State Street
Massachusetts
$1.3M -$43.5K -2,252 -3%
CPA
209
Cardiff Park Advisors
California
$1.25M +$267K +13,803 +23%
WEPOG
210
Wealth Enhancement & Preservation of GA
Georgia
$1.25M +$1.11M +57,413 +343%
JWCA
211
J.W. Cole Advisors
Florida
$1.24M -$79.3K -4,103 -5%
PFO
212
Pathstone Family Office
New Jersey
$1.2M +$709K +36,685 +106%
TFCM
213
Taylor Frigon Capital Management
Arizona
$1.2M +$18.9K +976 +1%
TPA
214
Trivium Point Advisory
Connecticut
$1.2M +$24.6K +1,270 +2%
CCM
215
Condor Capital Management
New Jersey
$1.19M +$99.4K +5,142 +8%
PHS
216
Pekin Hardy Strauss
Illinois
$1.19M -$4.83K -250 -0.4%
KPWS
217
Kestra Private Wealth Services
Texas
$1.15M +$353K +18,242 +36%
UCFA
218
United Capital Financial Advisors
Texas
$1.15M -$19.6K -1,013 -1%
RP
219
Riverbridge Partners
Minnesota
$1.15M +$29.3K +1,517 +2%
HI
220
Horizon Investments
North Carolina
$1.15M +$1.31M +67,835 New
AFG
221
Albion Financial Group
Utah
$1.14M +$297K +15,365 +30%
TYCC
222
Texas Yale Capital Corp
Florida
$1.13M
NGA
223
Naples Global Advisors
Florida
$1.12M +$34.8K +1,798 +3%
AI
224
Atria Investments
North Carolina
$1.11M +$1.28M +66,023 New
CCB
225
Cutter & Co Brokerage
Missouri
$1.11M +$16.5K +854 +1%