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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
326
Zuckerman Investment Group
Illinois
$900K – – –
PC
327
Port Capital
Illinois
$900K – – –
SRL
328
Scientech Research LLC
New Jersey
$883K +$286K +13,778 +49%
BWM
329
BKM Wealth Management
Wisconsin
$872K -$24.4K -1,176 -3%
CW
330
CreativeOne Wealth
Kansas
$867K +$85.9K +4,137 +11%
BO
331
Bank OZK
Arkansas
$862K – – –
US Bancorp
332
US Bancorp
Minnesota
$861K -$38.7K -1,862 -4%
FFA
333
Farther Finance Advisors
California
$859K -$43.6K -2,098 -5%
TA
334
TFG Advisers
Michigan
$856K +$297K +14,320 +54%
DJSG
335
D.J. St. Germain
Massachusetts
$848K – – –
IA
336
IFG Advisory
Georgia
$843K +$24.6K +1,182 +3%
CCM
337
Canal Capital Management
Virginia
$837K +$116K +5,607 +16%
CMANY
338
Capital Management Associates (New York)
New York
$837K – – –
1IA
339
1620 Investment Advisors
Massachusetts
$829K +$3.66K +176 +0.4%
AWM
340
AllSquare Wealth Management
New York
$824K – – –
SG
341
StoneX Group
New York
$819K -$136K -6,557 -14%
Aberdeen Group
342
Aberdeen Group
United Kingdom
$816K -$17.7K -854 -2%
NC
343
NewSquare Capital
Pennsylvania
$812K +$24.6K +1,186 +3%
LBWM
344
Left Brain Wealth Management
Illinois
$804K +$238K +11,460 +43%
CFB
345
Cullen/Frost Bankers
Texas
$800K +$114K +5,505 +17%
GT
346
Glenview Trust
Kentucky
$788K -$41.5K -2,000 -5%
PWM
347
Perigon Wealth Management
California
$783K +$80.4K +3,872 +12%
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
$765K -$33.3K -1,602 -4%
HCPC
349
Hamilton Capital Partners (Canada)
$764K – – –
SFS
350
Sowell Financial Services
Arkansas
$763K +$16.6K +798 +2%