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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
JMF
326
Johnson Midwest Financial
Iowa
$374K +$89.9K +5,000 +33%
TH
327
TCTC Holdings
Texas
$374K +$360K +20,000 New
PFPT
328
Pinnacle Financial Partners (Tennessee)
Tennessee
$368K
WRM
329
Weybosset Research & Management
Rhode Island
$365K -$557 -31 -0.2%
WEPOG
330
Wealth Enhancement & Preservation of GA
Georgia
$364K -$7.35K -409 -2%
AIP
331
Almanack Investment Partners
Pennsylvania
$359K +$345K +19,204 New
CA
332
Clearstead Advisors
Ohio
$355K
HT
333
Heritage Trust
Oklahoma
$355K +$44.7K +2,489 +15%
AWA
334
Arete Wealth Advisors
Illinois
$351K +$324 +18 +0.1%
WFC
335
Western Financial Corp
California
$350K +$6.98K +388 +2%
EWA
336
Exencial Wealth Advisors
Oklahoma
$340K -$90.3K -5,022 -22%
WWM
337
Western Wealth Management
Colorado
$336K -$8.83K -491 -3%
BW
338
Bison Wealth
Georgia
$331K +$19.4K +1,081 +6%
CIBC Asset Management
339
CIBC Asset Management
Ontario, Canada
$329K +$14.9K +830 +5%
RhumbLine Advisers
340
RhumbLine Advisers
Massachusetts
$323K -$2.39K -133 -0.8%
VFA
341
Voya Financial Advisors
Connecticut
$323K
MRCM
342
M&R Capital Management
New Jersey
$321K +$66.7K +3,710 +28%
DWM
343
Doyle Wealth Management
Florida
$319K
WKWM
344
Walter & Keenan Wealth Management
Indiana
$318K
AFC
345
Adaptive Financial Consulting
Ohio
$315K
FFWM
346
Future Financial Wealth Management
Ohio
$314K
PFO
347
Pathstone Family Office
New Jersey
$311K +$378 +21 +0.1%
LA
348
LVW Advisors
New York
$310K
VVP
349
Venture Visionary Partners
Ohio
$310K +$59.4K +3,305 +25%
NA
350
NewEdge Advisors
Louisiana
$307K -$27.7K -1,538 -9%