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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WRM
276
Weybosset Research & Management
Rhode Island
$378K +$215 +13 +0.1%
Nuveen Fund Advisors
277
Nuveen Fund Advisors
Illinois
$377K -$611K -36,931 -60%
MWM
278
Merriman Wealth Management
Washington
$364K +$382K +23,087 New
OC
279
Oppenheimer & Co
New York
$359K +$7.49K +453 +2%
AWM
280
AllSquare Wealth Management
New York
$358K -$33.1K -2,000 -8%
WAM
281
Wealthspire Advisors (Maryland)
Maryland
$356K -$33.6K -2,028 -8%
VFA
282
Voya Financial Advisors
Connecticut
$356K -$16.2K -982 -4%
WT
283
Whittier Trust
California
$349K
BA
284
Bard Associates
Illinois
$347K +$52.7K +3,185 +17%
IA
285
IFP Advisors
Florida
$346K -$99.8K -6,035 -21%
AWA
286
Arete Wealth Advisors
Illinois
$339K +$1.01K +61 +0.3%
MC
287
Moors & Cabot
Massachusetts
$334K -$71.3K -4,307 -17%
SXL
288
Summit X LLC
Missouri
$333K -$13.4K -810 -4%
AIP
289
Ahrens Investment Partners
Louisiana
$326K -$101K -6,100 -23%
SP
290
Steelhead Partners
Washington
$324K -$1.29M -78,183 -79%
GC
291
Grace Capital
Massachusetts
$324K +$179K +10,800 +108%
IIM
292
Ipswich Investment Management
Massachusetts
$320K +$339K +20,510 New
AT
293
Arden Trust
Delaware
$314K
BHBT
294
Burke & Herbert Bank & Trust
Virginia
$312K
WKWM
295
Walter & Keenan Wealth Management
Indiana
$312K
RhumbLine Advisers
296
RhumbLine Advisers
Massachusetts
$308K +$744 +45 +0.2%
HSA
297
HBK Sorce Advisory
Pennsylvania
$308K +$139K +8,400 +74%
PIA
298
Pinion Investment Advisors
Kansas
$306K -$5.05K -305 -2%
BCM
299
Bayesian Capital Management
New York
$305K +$324K +19,600 New
SWM
300
Segment Wealth Management
Texas
$300K