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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$740K +$12.6K +812 +2%
Brown Advisory
227
Brown Advisory
Maryland
$734K +$7.35K +474 +1%
CCFM
228
Clear Creek Financial Management
Washington
$730K +$670K +43,228 New
BRWA
229
B. Riley Wealth Advisors
Florida
$720K -$76.9K -4,959 -10%
KCPG
230
Kavar Capital Partners Group
Kansas
$716K – – –
BO
231
Bank OZK
Arkansas
$712K – – –
CFGS
232
Concourse Financial Group Securities
Alabama
$696K +$69.7K +4,497 +12%
Franklin Resources
233
Franklin Resources
California
$682K +$58.4K +3,765 +10%
FAM
234
Formidable Asset Management
Ohio
$678K +$636K +41,035 New
PAWC
235
P.A.W. Capital
Connecticut
$676K – – –
Cerity Partners
236
Cerity Partners
New York
$675K +$619K +39,938 New
SCI
237
Stableford Capital II
Arizona
$666K -$77.5K -5,000 -11%
BC
238
Barnett & Company
Tennessee
$662K -$91.8K -5,920 -13%
CIA
239
Capital Investment Advisors
Georgia
$658K +$33.3K +2,148 +6%
SWM
240
SeaCrest Wealth Management
New York
$654K -$102K -6,612 -15%
MCM
241
Monument Capital Management
Virginia
$650K +$157K +10,128 +36%
CP
242
Camelot Portfolios
Ohio
$629K -$33.5K -2,163 -5%
WCM
243
Whitener Capital Management
North Carolina
$610K +$12.4K +800 +2%
GAM
244
Griffin Asset Management
New York
$609K +$5.83K +376 +1%
RCA
245
Rowland Carmichael Advisors
Arizona
$596K +$240K +15,500 +78%
CC
246
Claybrook Capital
Massachusetts
$589K – – –
LWM
247
Laidlaw Wealth Management
New York
$577K +$217K +13,984 +69%
SIC
248
Samalin Investment Counsel
New York
$572K +$1.46K +94 +0.3%
CA
249
Cornerstone Advisory
Maryland
$570K +$348K +22,472 +199%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$568K +$51.8K +3,342 +11%