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ARDC

Are Dynamic Credit Allocation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$416K +$14.3K +943 +4%
NA
27
NewEdge Advisors
Louisiana
$355K -$12.1K -800 -3%
TWP
28
Tyche Wealth Partners
Texas
$353K
LPL Financial
29
LPL Financial
California
$301K -$3.96K -261 -1%
CA
30
Cornerstone Advisors
North Carolina
$261K +$259K +17,100 New
EGA
31
E&G Advisors
Texas
$256K
WJWM
32
Williams Jones Wealth Management
New York
$236K
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$210K -$664K -43,812 -76%
9WM
34
9258 Wealth Management
Ohio
$192K +$1.42K +94 +0.8%
WAM
35
Worth Asset Management
Texas
$172K +$171K +11,260 New
SA
36
Sanctuary Advisors
Indiana
$165K -$227K -14,966 -58%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$165K +$163K +10,778 New
CP
38
Camelot Portfolios
Ohio
$159K
BRWA
39
B. Riley Wealth Advisors
Florida
$154K
Neuberger Berman Group
40
Neuberger Berman Group
New York
$153K
SWM
41
Spire Wealth Management
Virginia
$99.3K
ACM
42
Anfield Capital Management
California
$87.5K +$20.9K +1,381 +32%
CA
43
CoreCap Advisors
Michigan
$45.8K
WB
44
Webster Bank
Connecticut
$38.7K
FFWM
45
Future Financial Wealth Management
Ohio
$19.9K +$19.7K +1,300 New
KWAG
46
Kiely Wealth Advisory Group
North Carolina
$7.94K +$182 +12 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.96K +327 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$4.72K
BWAM
49
Boyd Watterson Asset Management
Ohio
$4.2K
AssetMark Inc
50
AssetMark Inc
California
$107