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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Canal Capital Management
Virginia
$951K +$123K +6,566 +15%
SWP
302
Stratos Wealth Partners
Ohio
$938K +$18.8K +1,005 +2%
LAM
303
Lewis Asset Management
California
$931K +$442K +23,654 +89%
CCM
304
Callodine Capital Management
Massachusetts
$927K +$933K +50,000 New
PA
305
Parallel Advisors
California
$926K -$65K -3,480 -7%
MCM
306
MAI Capital Management
Ohio
$921K +$515K +27,574 +125%
AA
307
Ancora Advisors
Ohio
$912K +$41.6K +2,228 +5%
SWM
308
Sculati Wealth Management
Michigan
$895K -$951K -50,947 -52%
WIA
309
Westbourne Investment Advisors
Maryland
$872K +$26.1K +1,400 +3%
SFPG
310
Stonebridge Financial Planning Group
Florida
$871K -$653K -34,978 -43%
HP
311
Haven Private
Florida
$870K +$11.4K +613 +1%
TI
312
Trexquant Investment
Connecticut
$851K -$18.5M -990,711 -96%
FGC
313
Financial Gravity Companies
Texas
$846K +$852K +45,662 New
CLA
314
Carnegie Lake Advisors
New Jersey
$843K +$1.32K +71 +0.2%
PWMA
315
Pension & Wealth Management Advisors
Massachusetts
$843K +$803K +43,017 +1,746%
BHPW
316
Beverly Hills Private Wealth
California
$836K -$4.67K -250 -0.6%
MP
317
McDonald Partners
Ohio
$834K +$280K +15,000 +50%
LA
318
LexAurum Advisors
Kansas
$831K -$14.9K -797 -2%
CA
319
Commerce Advisors
Tennessee
$815K +$5.3K +284 +0.6%
BCM
320
Brookstone Capital Management
Illinois
$809K -$89.3K -4,786 -10%
GWM
321
Geneos Wealth Management
Colorado
$809K -$125K -6,712 -13%
US Bancorp
322
US Bancorp
Minnesota
$805K -$45.3K -2,424 -5%
KeyBank National Association
323
KeyBank National Association
Ohio
$802K +$76.1K +4,076 +10%
IA
324
IFP Advisors
Florida
$798K -$17.4K -931 -2%
PC
325
Port Capital
Illinois
$797K – – –