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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$379K +$89.7K +5,420 +29%
WRM
277
Weybosset Research & Management
Rhode Island
$378K +$215 +13 +0.1%
Nuveen Fund Advisors
278
Nuveen Fund Advisors
Illinois
$377K -$611K -36,931 -60%
MWM
279
Merriman Wealth Management
Washington
$364K +$382K +23,087 New
OC
280
Oppenheimer & Co
New York
$359K +$7.49K +453 +2%
AWM
281
AllSquare Wealth Management
New York
$358K -$33.1K -2,000 -8%
WAM
282
Wealthspire Advisors (Maryland)
Maryland
$356K -$33.6K -2,028 -8%
VFA
283
Voya Financial Advisors
Connecticut
$356K -$16.2K -982 -4%
NA
284
NewEdge Advisors
Louisiana
$351K +$178K +10,760 +91%
WT
285
Whittier Trust
California
$349K – – –
BA
286
Bard Associates
Illinois
$347K +$52.7K +3,185 +17%
IA
287
IFP Advisors
Florida
$346K -$99.8K -6,035 -21%
AWA
288
Arete Wealth Advisors
Illinois
$339K +$1.01K +61 +0.3%
MC
289
Moors & Cabot
Massachusetts
$334K -$71.3K -4,307 -17%
SXL
290
Summit X LLC
Missouri
$333K -$13.4K -810 -4%
AIP
291
Ahrens Investment Partners
Louisiana
$326K -$101K -6,100 -23%
SP
292
Steelhead Partners
Washington
$324K -$1.29M -78,183 -79%
GC
293
Grace Capital
Massachusetts
$324K +$179K +10,800 +108%
IIM
294
Ipswich Investment Management
Massachusetts
$320K +$339K +20,510 New
AT
295
Arden Trust
Delaware
$314K – – –
BHBT
296
Burke & Herbert Bank & Trust
Virginia
$312K – – –
WKWM
297
Walter & Keenan Wealth Management
Indiana
$312K – – –
RhumbLine Advisers
298
RhumbLine Advisers
Massachusetts
$308K +$744 +45 +0.2%
HSA
299
HBK Sorce Advisory
Pennsylvania
$308K +$139K +8,400 +74%
PIA
300
Pinion Investment Advisors
Kansas
$306K -$5.05K -305 -2%