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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
326
Arkadios Wealth Advisors
Georgia
$334K +$307K +19,783 New
WRM
327
Weybosset Research & Management
Rhode Island
$330K -$114K -7,358 -27%
WEPOG
328
Wealth Enhancement & Preservation of GA
Georgia
$326K -$290K -18,741 -49%
CA
329
Clearstead Advisors
Ohio
$321K +$246K +15,900 +513%
AWA
330
Arete Wealth Advisors
Illinois
$316K -$15.7K -1,011 -5%
WWM
331
Western Wealth Management
Colorado
$312K – – –
NHC
332
Nicholas Hoffman & Company
Georgia
$311K +$285K +18,402 New
WFC
333
Western Financial Corp
California
$309K +$284K +18,306 New
PFPT
334
Pinnacle Financial Partners (Tennessee)
Tennessee
$304K – – –
NA
335
NewEdge Advisors
Louisiana
$303K -$23.9K -1,545 -8%
CG
336
Cutler Group
California
$300K -$350K -22,600 -56%
RhumbLine Advisers
337
RhumbLine Advisers
Massachusetts
$294K -$1.95K -126 -0.7%
OIA
338
Optimum Investment Advisors
Illinois
$294K +$248 +16 +0.1%
DWM
339
Doyle Wealth Management
Florida
$288K +$7.91K +510 +3%
FNBOMD
340
First National Bank of Mount Dora
Florida
$287K – – –
WKWM
341
Walter & Keenan Wealth Management
Indiana
$287K +$237K +15,300 +900%
VFA
342
Voya Financial Advisors
Connecticut
$285K – – –
AFC
343
Adaptive Financial Consulting
Ohio
$284K – – –
FFWM
344
Future Financial Wealth Management
Ohio
$284K +$260K +16,800 New
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$283K – – –
TA
346
Tectonic Advisors
Texas
$282K +$259K +16,741 New
PFO
347
Pathstone Family Office
New Jersey
$281K +$77.3K +4,986 +43%
BW
348
Bison Wealth
Georgia
$281K +$258K +16,636 New
LA
349
LVW Advisors
New York
$280K – – –
HT
350
Heritage Trust
Oklahoma
$278K -$3.88K -250 -1%