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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
Samalin Investment Counsel
New York
$1.5M +$43.6K +1,964 +3%
WA
252
Whipplewood Advisors
Colorado
$1.49M +$703K +31,640 +76%
SF
253
Summit Financial
New Jersey
$1.47M +$185K +8,322 +13%
TI
254
Tidal Investments
Wisconsin
$1.46M +$113K +5,096 +8%
ACA
255
Aptus Capital Advisors
Alabama
$1.45M +$116K +5,227 +8%
PIWA
256
Prevail Innovative Wealth Advisors
Kansas
$1.43M +$1.56M +70,047 New
CIA
257
Concurrent Investment Advisors
Florida
$1.42M -$300K -13,488 -16%
AWM
258
Activest Wealth Management
Florida
$1.4M +$267 +12 +0%
NGA
259
Naples Global Advisors
Florida
$1.4M +$106K +4,790 +8%
ZIG
260
Zuckerman Investment Group
Illinois
$1.39M -$378K -17,000 -20%
MWM
261
Modern Wealth Management
Kansas
$1.38M +$205K +9,231 +16%
MPPLM
262
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.38M +$41.4K +1,863 +3%
GWMR
263
GC Wealth Management RIA
Massachusetts
$1.38M +$1.5M +67,610 New
SAI
264
Savvy Advisors Inc
New York
$1.38M -$530K -23,868 -26%
GMA
265
Glassy Mountain Advisors
Maryland
$1.37M -$108K -4,852 -7%
SLC
266
Second Line Capital
Louisiana
$1.37M +$113K +5,066 +8%
AF
267
Allworth Financial
California
$1.36M +$45K +2,027 +3%
CLA
268
Carnegie Lake Advisors
New Jersey
$1.35M +$14.5K +652 +1%
WWM
269
Western Wealth Management
Colorado
$1.35M +$244K +10,995 +20%
1832 Asset Management
270
1832 Asset Management
Ontario, Canada
$1.34M -$18.2M -819,275 -93%
PC
271
Permanens Capital
New York
$1.34M +$9.24K +416 +0.6%
WSFS
272
Wilmington Savings Fund Society
Delaware
$1.33M -$608K -27,355 -30%
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$1.32M -$297K -13,345 -17%
BI
274
Bramshill Investments
Florida
$1.32M -$114K -5,120 -7%
CWM
275
Castle Wealth Management
Florida
$1.31M +$320K +14,388 +29%