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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
IWN
326
Independent Wealth Network
Iowa
$582K +$9.1K +438 +2%
SFS
327
Sowell Financial Services
Arkansas
$578K +$248K +11,920 +78%
JCM
328
Jag Capital Management
Missouri
$575K -$30.7K -1,477 -5%
DJSG
329
D.J. St. Germain
Massachusetts
$572K
PWS
330
Private Wealth Strategies
Ohio
$563K +$10.5K +504 +2%
NWA
331
Navis Wealth Advisors
New York
$561K
NA
332
NewEdge Advisors
Louisiana
$557K +$237K +11,429 +77%
LNWWM
333
Laird Norton Wetherby Wealth Management
California
$554K -$2.24K -108 -0.4%
OBWG
334
Onyx Bridge Wealth Group
New York
$549K -$56.2K -2,707 -9%
IAN
335
Integrated Advisors Network
Texas
$549K +$41.6K +2,001 +8%
VEA
336
Virtus ETF Advisers
New York
$539K -$84.8K -4,085 -14%
LWM
337
Laidlaw Wealth Management
New York
$539K -$42.6K -2,053 -7%
BJL
338
Brighton Jones LLC
Washington
$532K -$1.08K -52 -0.2%
BIAS
339
Beacon Investment Advisory Services
New Jersey
$531K -$29.7K -1,431 -5%
EFS
340
Essex Financial Services
Connecticut
$530K -$189K -9,100 -27%
WP
341
WealthSource Partners
California
$530K
Cerity Partners
342
Cerity Partners
New York
$527K -$17.2K -828 -3%
First Manhattan
343
First Manhattan
New York
$526K
RFC
344
Regions Financial Corp
Alabama
$526K +$5.79K +279 +1%
FAIM
345
Financial Advocates Investment Management
Washington
$511K +$54K +2,598 +12%
CFA
346
CWS Financial Advisors
Michigan
$511K +$501K +24,120 New
PFO
347
Pathstone Family Office
New Jersey
$501K -$195K -9,369 -28%
AFP
348
Ausdal Financial Partners
Iowa
$498K -$13K -625 -3%
WEPOG
349
Wealth Enhancement & Preservation of GA
Georgia
$497K +$47K +2,261 +11%
BOPW
350
Brandywine Oak Private Wealth
Pennsylvania
$496K -$147K -7,062 -23%