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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
351
Alpha Omega Wealth Management
Virginia
$189K +$4.84K +340 +3%
CCMW
352
Cypress Capital Management (Wyoming)
Wyoming
$187K
TI
353
Trexquant Investment
Connecticut
$186K -$32K -2,253 -14%
PM
354
Penbrook Management
New York
$185K +$32.7K +2,300 +22%
IF
355
Intrua Financial
Texas
$183K +$7.63K +536 +5%
FWM
356
Frontier Wealth Management
Missouri
$181K +$43 +3 +0%
HCM
357
Hudson Capital Management
New Jersey
$174K
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$174K
CC
359
Centiva Capital
New York
$169K -$287K -20,198 -62%
FFA
360
First Foundation Advisors
California
$164K
PFO
361
Pathstone Family Office
New Jersey
$163K +$165K +11,625 New
MWNA
362
Marshall Wace North America
New York
$163K +$166K +11,658 New
BFG
363
Baron Financial Group
New Jersey
$162K +$166K +11,646 New
FA
364
FCG Advisors
New Jersey
$162K +$4.22K +297 +3%
P
365
&Partners
Tennessee
$160K -$2.85K -200 -2%
RCAG
366
Rehmann Capital Advisory Group
Michigan
$159K +$1.29K +91 +0.8%
CA
367
Cornerstone Advisory
Maryland
$157K -$168K -11,822 -51%
JWCA
368
J.W. Cole Advisors
Florida
$156K +$159K +11,159 New
PWS
369
Private Wealth Strategies
Ohio
$155K +$7.23K +508 +5%
MC
370
Moors & Cabot
Massachusetts
$154K -$45.9K -3,228 -23%
KM
371
Kalos Management
Georgia
$153K -$14.8K -1,039 -9%
V
372
Veritable
Delaware
$153K +$156K +10,984 New
SCA
373
Snowden Capital Advisors
New York
$152K +$2.13K +150 +1%
OPS
374
Orion Portfolio Solutions
Nebraska
$150K -$26.6K -1,867 -15%
Kovitz Investment Group Partners
375
Kovitz Investment Group Partners
Illinois
$150K