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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Merriman Wealth Management
Washington
$264K
MWM
302
Mission Wealth Management
California
$264K +$413K +24,470 New
WP
303
WealthSource Partners
California
$262K -$30.3K -1,795 -7%
ACI
304
AMP Capital Investors
Australia
$260K +$413K +24,480 New
WRM
305
Weybosset Research & Management
Rhode Island
$252K
CG
306
Cutler Group
California
$246K +$372K +22,079 +2,689%
SEC
307
Seven Eight Capital
New York
$246K +$385K +22,800 New
SAS
308
Stelac Advisory Services
New York
$245K +$63.6K +3,772 +20%
CBA
309
Coastal Bridge Advisors
Connecticut
$245K +$136K +8,044 +55%
SXL
310
Summit X LLC
Missouri
$244K
Squarepoint
311
Squarepoint
New York
$243K +$380K +22,539 New
AWA
312
Arete Wealth Advisors
Illinois
$242K -$23.4K -1,390 -6%
FLPIM
313
F.L. Putnam Investment Management
Massachusetts
$239K -$20K -1,188 -5%
PFPT
314
Pinnacle Financial Partners (Tennessee)
Tennessee
$235K -$48.3K -2,863 -12%
OIA
315
Optimum Investment Advisors
Illinois
$235K +$388 +23 +0.1%
BA
316
Bard Associates
Illinois
$231K +$13.5K +800 +4%
AAS
317
Avantax Advisory Services
Texas
$229K -$13.2K -782 -4%
BAM
318
Bruderman Asset Management
New York
$229K +$390K +23,101 New
CH
319
Canton Hathaway
Rhode Island
$226K -$326K -19,324 -48%
PPW
320
Parcion Private Wealth
Washington
$226K
SS
321
Simplicity Solutions
Minnesota
$225K -$442K -26,185 -56%
MC
322
Moors & Cabot
Massachusetts
$224K -$30.1K -1,785 -8%
BAM
323
Belpointe Asset Management
Nevada
$216K -$430K -25,478 -56%
OFW
324
Omnia Family Wealth
Florida
$216K -$355K -21,050 -51%
RhumbLine Advisers
325
RhumbLine Advisers
Massachusetts
$211K +$675 +40 +0.2%