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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
326
Bradley Foster & Sargent
Connecticut
$794K +$252K +13,495 +46%
FG
327
Fiduciary Group
Georgia
$794K -$21.4K -1,144 -3%
MCA
328
Magnolia Capital Advisors
Mississippi
$789K -$145K -7,775 -15%
NAM
329
Nissay Asset Management
Japan
$782K – – –
ASN
330
Advisory Services Network
Georgia
$781K -$82.5K -4,419 -9%
WANY
331
Wealthspire Advisors (New York)
New York
$777K +$426K +22,807 +119%
CAM
332
Cresset Asset Management
Illinois
$773K +$177K +9,485 +29%
DWM
333
Diversify Wealth Management
Utah
$750K -$40.8K -2,186 -5%
DAS
334
Diversify Advisory Services
Utah
$750K +$372K +19,909 +101%
GCP
335
GSA Capital Partners
United Kingdom
$748K +$753K +40,340 New
FPAS
336
Focus Partners Advisor Solutions
Missouri
$747K +$27.4K +1,466 +4%
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$747K -$6.35K -340 -0.8%
MCFP
338
Mallini Complete Financial Planning
Florida
$742K +$2.84K +152 +0.4%
N
339
Natixis
France
$740K -$1.06M -57,000 -59%
PCA
340
Pallas Capital Advisors
Massachusetts
$723K -$323K -17,299 -31%
MIC
341
Meridian Investment Counsel
California
$722K -$129K -6,900 -15%
NC
342
NewSquare Capital
Pennsylvania
$721K +$73.9K +3,958 +11%
WAM
343
Werlinich Asset Management
Connecticut
$720K +$6.53K +350 +0.9%
TWP
344
Tempus Wealth Planning
California
$716K – – –
GC
345
Guggenheim Capital
Illinois
$715K +$68K +3,641 +10%
DSC
346
Duncker Streett & Co
Missouri
$712K -$156K -8,348 -18%
EF
347
Empowered Funds
Pennsylvania
$708K -$746K -39,945 -51%
EH
348
Equitable Holdings
New York
$706K -$96.4K -5,162 -12%
PI
349
PFG Investments
New York
$696K +$197K +10,570 +39%
EAM
350
Everstar Asset Management
North Carolina
$693K -$5.23K -280 -0.7%