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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
301
D.J. St. Germain
Massachusetts
$703K +$714K +38,000 +100%
EFS
302
Essex Financial Services
Connecticut
$695K -$18.8K -999 -3%
Cerity Partners
303
Cerity Partners
New York
$695K +$135K +7,193 +24%
RVPG
304
Relative Value Partners Group
$695K -$836K -44,496 -54%
TC
305
TownSquare Capital
Utah
$690K +$158K +8,421 +29%
AWM
306
AllSquare Wealth Management
New York
$686K +$22.5K +1,200 +3%
NHC
307
Nicholas Hoffman & Company
Georgia
$684K +$45K +2,397 +7%
MCM
308
Monument Capital Management
Virginia
$678K -$6.5K -346 -0.9%
FAM
309
Formidable Asset Management
Ohio
$677K -$8.98K -478 -1%
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$673K +$12K +640 +2%
IA
311
IFP Advisors
Florida
$664K +$13.6K +726 +2%
MNBTD
312
Moody National Bank Trust Division
Texas
$661K +$7.7K +410 +1%
TWM
313
Tradition Wealth Management
Minnesota
$653K -$130K -6,945 -16%
CB
314
Commerce Bank
Missouri
$650K -$13.7K -727 -2%
CC
315
Cipher Capital
New York
$649K -$1.44M -76,684 -69%
PWS
316
Private Wealth Strategies
Ohio
$639K +$114K +6,089 +21%
BPA
317
Beacon Pointe Advisors
California
$628K +$368K +19,617 +137%
Balyasny Asset Management
318
Balyasny Asset Management
Illinois
$626K -$1.78M -94,643 -74%
GA
319
GraniteShares Advisors
New York
$622K -$76.5K -4,071 -11%
OBWG
320
Onyx Bridge Wealth Group
New York
$617K +$23.3K +1,241 +4%
OWP
321
Obermeyer Wealth Partners
Colorado
$613K +$219K +11,648 +54%
BIAS
322
Beacon Investment Advisory Services
New Jersey
$612K +$27K +1,435 +5%
PIA
323
Pinion Investment Advisors
Kansas
$612K -$42.3K -2,253 -6%
WCM
324
Whitener Capital Management
North Carolina
$604K -$3.29K -175 -0.5%
SWM
325
SeaCrest Wealth Management
New York
$600K -$128K -6,824 -17%