We are live on ! Find out more
ARDC

Are Dynamic Credit Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
26
Miracle Mile Advisors
California
$481K
WCMNY
27
Westchester Capital Management (New York)
New York
$444K
IWC
28
Integrated Wealth Concepts
Massachusetts
$370K -$41.4K -3,251 -11%
ARC
29
Advisor Resource Council
Texas
$360K +$333K +26,163 New
JP Morgan Chase
30
JP Morgan Chase
New York
$343K +$318K +24,972 New
CAN
31
Cetera Advisor Networks
California
$317K +$82.7K +6,490 +39%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$292K
NA
33
NewEdge Advisors
Louisiana
$283K +$61.2K +4,800 +30%
LPL Financial
34
LPL Financial
California
$276K +$9.09K +713 +4%
JFG
35
Jefferies Financial Group
New York
$252K
Corient Private Wealth
36
Corient Private Wealth
Florida
$250K -$34.3K -2,693 -13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$241K +$38.1K +2,990 +21%
EGA
38
E&G Advisors
Texas
$230K -$44.6K -3,500 -17%
WJWM
39
Williams Jones Wealth Management
New York
$212K
CCG
40
Catalina Capital Group
California
$171K +$158K +12,400 New
CP
41
Camelot Portfolios
Ohio
$143K
SWM
42
Spire Wealth Management
Virginia
$88.6K +$38.2K +3,000 +86%
WB
43
Webster Bank
Connecticut
$34.8K
TC
44
Truvestments Capital
Florida
$27.5K +$25.5K +2,000 New
CWC
45
Carolinas Wealth Consulting
North Carolina
$23K
ASN
46
Advisory Services Network
Georgia
$14.4K +$13.4K +1,049 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$10K +$9.27K +727 New
CT
48
Cambridge Trust
Massachusetts
$9.76K +$9.05K +710 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$4.25K
Comerica Bank
50
Comerica Bank
Texas
$1.59K -$969 -76 -40%