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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
251
Moody National Bank Trust Division
Texas
$634K
EFS
252
Essex Financial Services
Connecticut
$627K
MIAN
253
Mariner Independent Advisor Network
Kansas
$624K +$10.4K +539 +2%
AFG
254
Albion Financial Group
Utah
$621K +$614K +31,700 New
AWM
255
AllSquare Wealth Management
New York
$619K
TA
256
Tectonic Advisors
Texas
$618K +$111K +5,741 +22%
Janus Henderson Group
257
Janus Henderson Group
$616K +$609K +31,438 New
CAN
258
Claraphi Advisory Network
United States
$615K -$1.36K -70 -0.2%
KPW
259
Kore Private Wealth
New York
$615K +$14.5K +750 +2%
IIA
260
IPG Investment Advisors
California
$600K -$106K -5,460 -15%
RIL
261
Rothschild Investment LLC
Illinois
$599K
VEA
262
Virtus ETF Advisers
New York
$599K +$150K +7,725 +34%
BCM
263
Bluefin Capital Management
New York
$588K +$581K +29,998 New
PPW
264
Parcion Private Wealth
Washington
$576K
FAIM
265
Financial Advocates Investment Management
Washington
$575K -$9.55K -493 -2%
IAN
266
Integrated Advisors Network
Texas
$570K +$65.2K +3,366 +13%
FCH
267
Freestone Capital Holdings
Washington
$558K +$29.4K +1,520 +6%
OIA
268
OneDigital Investment Advisors
Kansas
$555K +$134K +6,945 +32%
HWA
269
Heritage Wealth Advisors
Virginia
$555K +$18.3K +946 +3%
Comerica Bank
270
Comerica Bank
Texas
$554K -$38.7K -2,000 -7%
PTC
271
Private Trust Company
Ohio
$551K -$17.1K -885 -3%
MWM
272
Merriman Wealth Management
Washington
$551K +$11.2K +580 +2%
KeyBank National Association
273
KeyBank National Association
Ohio
$546K +$8.71K +450 +2%
SFG
274
SageGuard Financial Group
Tennessee
$542K +$129K +6,678 +32%
CSS
275
Cubist Systematic Strategies
Connecticut
$539K +$103K +5,299 +24%