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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CC
251
Claybrook Capital
Massachusetts
$653K
CA
252
Cornerstone Advisory
Maryland
$650K +$18K +1,000 +3%
WCM
253
Whitener Capital Management
North Carolina
$646K -$28.8K -1,600 -4%
LWM
254
Laidlaw Wealth Management
New York
$646K +$7.33K +408 +1%
EFS
255
Essex Financial Services
Connecticut
$627K +$172K +9,552 +40%
RIG
256
Roosevelt Investment Group
New York
$611K -$4.03K -224 -0.7%
SWM
257
Spire Wealth Management
Virginia
$607K +$999K +55,552 New
MNBTD
258
Moody National Bank Trust Division
Texas
$606K
AAS
259
Avantax Advisory Services
Texas
$606K +$157K +8,715 +37%
SIC
260
Samalin Investment Counsel
New York
$600K -$31.1K -1,728 -5%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$600K -$28.9K -1,606 -5%
Comerica Bank
262
Comerica Bank
Texas
$594K -$20.5K -1,140 -4%
AWM
263
AllSquare Wealth Management
New York
$591K +$27K +1,500 +5%
CAN
264
Claraphi Advisory Network
United States
$589K +$23K +1,279 +4%
MIAN
265
Mariner Independent Advisor Network
Kansas
$586K +$95.1K +5,287 +20%
Fidelity International
266
Fidelity International
Bermuda
$584K +$562K +31,235 New
KPW
267
Kore Private Wealth
New York
$573K
RIL
268
Rothschild Investment LLC
Illinois
$572K
MMA
269
Miracle Mile Advisors
California
$572K +$32.4K +1,800 +6%
SPIA
270
Steward Partners Investment Advisory
New York
$568K +$84.3K +4,688 +18%
FAIM
271
Financial Advocates Investment Management
Washington
$558K +$25.9K +1,438 +5%
PPW
272
Parcion Private Wealth
Washington
$551K
PTC
273
Private Trust Company
Ohio
$543K -$50.4K -2,801 -9%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$530K +$509K +28,330 New
RA
275
RFG Advisory
Alabama
$524K +$46.8K +2,604 +10%