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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WFP
351
Welch Financial Planning
Colorado
$875K +$872K +43,242 New
US Bancorp
352
US Bancorp
Minnesota
$874K -$26.7K -1,325 -3%
PC
353
Port Capital
Illinois
$870K
UB
354
UMB Bank
Missouri
$865K -$234K -11,603 -21%
FCM
355
Fieldview Capital Management
Michigan
$856K +$853K +42,289 New
1IA
356
1620 Investment Advisors
Massachusetts
$847K -$1.61K -80 -0.2%
AWA
357
Arete Wealth Advisors
Illinois
$841K +$3.67K +182 +0.4%
WIM
358
WealthPlan Investment Management
Nebraska
$838K -$400K -19,817 -32%
BWP
359
Balboa Wealth Partners
Arizona
$834K -$70.9K -3,517 -8%
BO
360
Bank OZK
Arkansas
$833K
AC
361
AlphaCore Capital
California
$828K -$92.1K -4,564 -10%
CP
362
Clayton Partners
California
$809K +$807K +40,000 New
IA
363
IFP Advisors
Florida
$802K +$5.71K +283 +0.7%
MCFP
364
Mallini Complete Financial Planning
Florida
$800K +$5.77K +286 +0.7%
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$787K -$11.2K -554 -1%
EF
366
Empowered Funds
Pennsylvania
$785K +$15.7K +780 +2%
TSS
367
Two Sigma Securities
New York
$783K +$781K +38,723 New
EAM
368
Everstar Asset Management
North Carolina
$776K
WAM
369
Werlinich Asset Management
Connecticut
$772K +$767K +38,030 New
VM
370
VPR Management
Texas
$770K +$309K +15,300 +67%
BAM
371
Belpointe Asset Management
Nevada
$767K -$124K -6,154 -14%
CA
372
COFG Advisors
Illinois
$767K +$764K +37,893 New
CPA
373
Cardiff Park Advisors
California
$765K -$1.13M -56,044 -60%
SGWM
374
Sterling Group Wealth Management
California
$758K +$756K +37,480 New
IWC
375
Integrated Wealth Concepts
Massachusetts
$757K -$189K -9,356 -20%