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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$1.11M -$273K -14,144 -18%
SPIA
227
Steward Partners Investment Advisory
New York
$1.1M -$3.51M -181,425 -73%
GIM
228
Guild Investment Management
California
$1.1M -$14.7K -760 -1%
JIC
229
Johnson Investment Counsel
Ohio
$1.07M +$773 +40 +0.1%
CCFM
230
Clear Creek Financial Management
Washington
$1.07M -$14.3K -738 -1%
EBA
231
Eagle Bay Advisors
New York
$1.06M +$610K +31,564 +103%
HWAM
232
Hennion & Walsh Asset Management
New Jersey
$1.04M -$120K -6,195 -9%
AWM
233
Axxcess Wealth Management
California
$1.04M -$928 -48 -0.1%
AWM
234
Apollon Wealth Management
South Carolina
$1.01M +$221K +11,413 +23%
LF
235
Lantz Financial
Illinois
$1.01M +$3.87K +200 +0.3%
LCWP
236
Legacy Capital Wealth Partners
Arkansas
$994K +$21.7K +1,123 +2%
NVCHI
237
New Vernon Capital Holdings II
New Jersey
$992K +$1.14M +58,784 New
SS
238
Sunbelt Securities
Texas
$974K +$87.4K +4,522 +9%
MIAN
239
Mariner Independent Advisor Network
Kansas
$966K +$303K +15,669 +38%
GA
240
GoalVest Advisory
New York
$965K +$159K +8,238 +17%
FM
241
Family Management
New York
$960K +$1.1M +56,894 New
Victory Capital Management
242
Victory Capital Management
Texas
$959K -$240K -12,405 -18%
PA
243
PFG Advisors
Arizona
$958K -$68.4K -3,537 -6%
HWM
244
HB Wealth Management
Georgia
$940K -$296K -15,322 -22%
ARC
245
Advisor Resource Council
Texas
$920K -$136K -7,040 -11%
CC
246
Claybrook Capital
Massachusetts
$906K +$287K +14,830 +38%
BMWM
247
Brown Miller Wealth Management
Virginia
$902K +$735 +38 +0.1%
ACM
248
Ayrshire Capital Management
Connecticut
$897K +$104K +5,392 +11%
AWS
249
AJ Wealth Strategies
New York
$896K +$4.39K +227 +0.4%
AAS
250
Avantax Advisory Services
Texas
$889K +$54.3K +2,807 +6%