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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$493K +$117K +5,657 +32%
MCM
352
MAI Capital Management
Ohio
$491K +$7.73K +372 +2%
KeyBank National Association
353
KeyBank National Association
Ohio
$482K -$117K -5,621 -20%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$475K +$239K +11,508 +106%
Franklin Resources
355
Franklin Resources
California
$474K -$1.7K -82 -0.4%
RCM
356
RNC Capital Management
California
$472K +$173K +8,307 +60%
BW
357
Bison Wealth
Georgia
$470K +$6.75K +325 +1%
PFPT
358
Pinnacle Financial Partners (Tennessee)
Tennessee
$461K
TC
359
Telemus Capital
Michigan
$461K
CWM
360
Circle Wealth Management
New Jersey
$460K +$89.5K +4,311 +25%
MIAN
361
Mariner Independent Advisor Network
Kansas
$455K -$217K -10,450 -33%
SFS
362
Stiles Financial Services
Minnesota
$455K +$446K +21,461 New
APW
363
Aurora Private Wealth
New Jersey
$452K -$14.6K -703 -3%
BA
364
Bard Associates
Illinois
$449K
CAAS
365
Capital Asset Advisory Services
Michigan
$449K +$139K +6,682 +46%
PIA
366
Perennial Investment Advisors
California
$435K -$4.9K -236 -1%
SIC
367
Sterling Investment Counsel
New York
$435K +$426K +20,515 New
TCWM
368
Total Clarity Wealth Management
Illinois
$434K +$104K +5,005 +32%
JMF
369
Johnson Midwest Financial
Iowa
$433K +$166 +8 +0%
FLPIM
370
F.L. Putnam Investment Management
Massachusetts
$425K -$20.8K -1,000 -5%
PCC
371
Park Circle Company
Maryland
$424K
TH
372
TCTC Holdings
Texas
$424K
CPA
373
Cowen Prime Advisors
New York
$424K +$104K +5,000 +33%
PAMG
374
Patton Albertson Miller Group
Tennessee
$422K
WFC
375
Western Financial Corp
California
$420K +$7.83K +377 +2%