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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
326
Legacy Wealth Partners (California)
California
$211K +$22.6K +1,342 +7%
PIA
327
Pinion Investment Advisors
Kansas
$210K +$45.7K +2,710 +16%
HSA
328
HBK Sorce Advisory
Pennsylvania
$208K
SWM
329
Segment Wealth Management
Texas
$208K
VFA
330
Voya Financial Advisors
Connecticut
$203K +$12.2K +726 +4%
EAM
331
Evanson Asset Management
California
$197K
CPA
332
Cowen Prime Advisors
New York
$197K +$130K +7,700 +73%
WWM
333
Western Wealth Management
Colorado
$193K -$16.6K -982 -5%
CWP
334
Capital Wealth Planning
Florida
$193K +$302K +17,881 New
LWM
335
Laidlaw Wealth Management
New York
$187K +$11.8K +700 +4%
AIP
336
Ahrens Investment Partners
Louisiana
$185K -$764K -45,300 -73%
FNBOMD
337
First National Bank of Mount Dora
Florida
$183K +$287K +16,989 New
HB
338
Homrich & Berg
Georgia
$182K +$285K +16,888 New
LA
339
LVW Advisors
New York
$179K -$22.1K -1,310 -7%
HWA
340
Heritage Wealth Advisors
Virginia
$179K -$37.5K -2,225 -12%
DWM
341
Doyle Wealth Management
Florida
$178K -$8.43K -500 -3%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$176K -$62.4K -3,700 -19%
CIBC Asset Management
343
CIBC Asset Management
Ontario, Canada
$176K
Geode Capital Management
344
Geode Capital Management
Massachusetts
$176K +$278K +16,464 New
ANI
345
American National Insurance
Texas
$175K
ANRIA
346
American National Registered Investment Advisor
Texas
$175K
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$174K
GSWM
348
Golden State Wealth Management
California
$174K +$272K +16,119 New
WAAG
349
Wealth Alliance Advisory Group
Kansas
$173K +$50.6K +3,000 +23%
CA
350
Cornerstone Advisory
Maryland
$169K +$83.1K +4,929 +46%