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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WB
351
WesBanco Bank
West Virginia
$230K – – –
SWM
352
SeaCrest Wealth Management
New York
$230K +$13.7K +774 +6%
MIAN
353
Mariner Independent Advisor Network
Kansas
$229K +$177 +10 +0.1%
HCM
354
Hudson Capital Management
New Jersey
$224K – – –
CWP
355
Capital Wealth Planning
Florida
$221K +$218K +12,331 New
QCIG
356
Quad-Cities Investment Group
Iowa
$219K -$5.06K -286 -2%
SFG
357
StrategIQ Financial Group
Indiana
$218K -$18.9K -1,070 -8%
VIM
358
Vista Investment Management
Pennsylvania
$218K +$5.27K +298 +3%
Truist Financial
359
Truist Financial
North Carolina
$217K -$12.8K -725 -6%
WI
360
Wintrust Investments
Illinois
$217K +$23K +1,300 +12%
OFS
361
OneAscent Financial Services
Alabama
$211K +$208K +11,744 New
SIM
362
SSI Investment Management
California
$209K -$832 -47 -0.4%
Manulife (Manufacturers Life Insurance)
363
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K +$23.1K +1,305 +13%
AAS
364
Avantax Advisory Services
Texas
$208K +$205K +11,584 New
BBA
365
BLB&B Advisors
Pennsylvania
$206K – – –
WAM
366
Wealthspire Advisors (Maryland)
Maryland
$201K -$102K -5,740 -34%
WAAG
367
Wealth Alliance Advisory Group
Kansas
$199K -$96.1K -5,430 -33%
WA
368
Wealthstar Advisors
Texas
$198K – – –
PA
369
Parallel Advisors
California
$198K +$167K +9,430 +596%
APP
370
Avantax Planning Partners
Iowa
$197K +$3.4K +192 +2%
BEAM
371
Baker Ellis Asset Management
Washington
$196K +$51.3K +2,900 +36%
SCA
372
Snowden Capital Advisors
New York
$195K +$192K +10,877 New
HKAM
373
Horizon Kinetics Asset Management
New York
$195K – – –
CWM
374
Campbell Wealth Management
Virginia
$193K +$18 +1 +0%
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$191K +$5.84K +330 +3%