We are live on ! Find out more
ARDC

Are Dynamic Credit Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$653K +$89.3K +6,018 +15%
9WM
27
9258 Wealth Management
Ohio
$630K +$678K +45,644 New
WAM
28
Weiss Asset Management
Massachusetts
$624K +$672K +45,252 New
DA
29
Doliver Advisors
Texas
$536K -$300K -20,191 -34%
RJA
30
Raymond James & Associates
Florida
$525K +$73.2K +4,934 +15%
JIC
31
Joel Isaacson & Co
New York
$458K +$473K +31,873 New
AA
32
AQR Arbitrage
Connecticut
$408K +$439K +29,599 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$362K +$390K +26,268 New
MMA
34
Miracle Mile Advisors
California
$345K +$148K +10,000 +67%
6M
35
6 Meridian
Kansas
$341K +$367K +24,710 New
Barclays
36
Barclays
United Kingdom
$338K
IWC
37
Integrated Wealth Concepts
Massachusetts
$326K +$149K +10,061 +74%
BFM
38
Boothbay Fund Management
New York
$304K +$327K +22,000 New
SIA
39
Sit Investment Associates
Minnesota
$276K +$297K +20,000 New
LCM
40
Landscape Capital Management
New Jersey
$251K +$270K +18,198 New
KA
41
Kovack Advisors
Florida
$235K
CP
42
Camelot Portfolios
Ohio
$222K +$239K +16,100 New
WCMNY
43
Westchester Capital Management (New York)
New York
$212K
OC
44
Oppenheimer & Co
New York
$201K +$16.3K +1,100 +8%
BRWM
45
B. Riley Wealth Management
Tennessee
$174K +$188K +12,644 New
EGA
46
E&G Advisors
Texas
$170K
AFNAS
47
American Financial Network Advisory Services
California
$156K -$103K -6,947 -38%
WI
48
Wintrust Investments
Illinois
$142K -$4.65K -313 -3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$131K +$103K +6,942 +269%
MOS
50
MGO One Seven
Ohio
$76K +$82.4K +5,549 New