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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$842K +$306K +17,040 +61%
SW
227
SVB Wealth
Massachusetts
$829K +$439K +24,419 +123%
SCM
228
Shelton Capital Management
Colorado
$828K -$73.7K -4,100 -8%
CFGS
229
Concourse Financial Group Securities
Alabama
$820K +$46.5K +2,588 +6%
SBIA
230
Sheaff Brock Investment Advisors
Indiana
$807K -$139K -7,721 -15%
AWM
231
AE Wealth Management
Kansas
$806K -$13.2K -735 -2%
EGA
232
Eagle Global Advisors
Texas
$803K -$118K -6,550 -13%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$791K -$173K -9,603 -19%
BO
234
Bank OZK
Arkansas
$789K
Franklin Resources
235
Franklin Resources
California
$769K +$12.2K +678 +2%
BAIA
236
Bel Air Investment Advisors
California
$767K +$737K +41,000 New
SWM
237
SeaCrest Wealth Management
New York
$754K +$28.8K +1,600 +4%
CCC
238
Crescent Capital Consulting
Louisiana
$750K +$721K +40,086 New
PAWC
239
P.A.W. Capital
Connecticut
$748K
FAM
240
Formidable Asset Management
Ohio
$735K -$39.2K -2,183 -5%
SIAP
241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$734K +$330K +18,345 +88%
CIA
242
Capital Investment Advisors
Georgia
$728K -$1.33K -74 -0.2%
KCPG
243
Kavar Capital Partners Group
Kansas
$718K -$71.9K -4,000 -9%
FIA
244
Foundations Investment Advisors
Arizona
$715K -$292K -16,234 -30%
SCI
245
Stableford Capital II
Arizona
$715K -$22.7K -1,260 -3%
WI
246
Wintrust Investments
Illinois
$697K +$669K +37,234 New
MCM
247
Monument Capital Management
Virginia
$687K -$31.6K -1,758 -5%
GAM
248
Griffin Asset Management
New York
$681K +$6.18K +344 +1%
IIA
249
IPG Investment Advisors
California
$675K -$517K -28,755 -44%
BC
250
Barnett & Company
Tennessee
$670K -$63.4K -3,525 -9%