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ARDC

Are Dynamic Credit Allocation Fund
ARDC

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24M +$554K +37,302 +2%
GC
2
Guggenheim Capital
Illinois
$6.14M -$1.19M -79,861 -16%
AAM
3
Advisors Asset Management
Colorado
$5.74M -$52.4K -3,528 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$5.72M +$230K +15,481 +4%
FIA
5
Foundations Investment Advisors
Arizona
$5.72M +$210K +14,142 +4%
UAG
6
United Advisor Group
Ohio
$4.67M +$139K +9,361 +3%
Stifel Financial
7
Stifel Financial
Missouri
$4.06M +$451K +30,350 +12%
Invesco
8
Invesco
Georgia
$3.87M -$201K -13,555 -5%
Bank of America
9
Bank of America
North Carolina
$3.57M +$252K +16,976 +7%
CIA
10
Capital Investment Advisors
Georgia
$2.94M -$146K -9,824 -5%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$2.89M -$250K -16,842 -8%
HA
12
Huntleigh Advisors
Missouri
$2.82M +$76.2K +5,130 +3%
SAM
13
Secure Asset Management
Michigan
$2.74M +$91.5K +6,158 +3%
Cohen & Steers
14
Cohen & Steers
New York
$2.54M -$2.32M -156,481 -46%
AF
15
Advisornet Financial
Minnesota
$2.39M +$2.51M +169,280 New
LCM
16
Landscape Capital Management
New Jersey
$2.16M +$2.28M +153,322 New
FFA
17
Farther Finance Advisors
California
$1.75M +$85.1K +5,730 +5%
NW
18
NewEdge Wealth
Pennsylvania
$1.71M +$224K +15,100 +14%
CWP
19
Curated Wealth Partners
California
$1.21M -$10.2K -685 -0.8%
NFG
20
Nations Financial Group
Iowa
$1.03M -$24.3K -1,636 -2%
RAM
21
Readystate Asset Management
Illinois
$1.02M +$1.08M +72,422 New
Raymond James Financial
22
Raymond James Financial
Florida
$985K -$11.4K -765 -1%
VIA
23
Virtus Investment Advisers
Connecticut
$827K +$870K +58,573 New
UBS Group
24
UBS Group
Switzerland
$767K -$48.7K -3,277 -6%
SFS
25
Shaker Financial Services
Virginia
$753K +$792K +53,298 New
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