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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
VA
376
VestGen Advisors
Illinois
$574K -$65.3K -3,500 -10%
SWP
377
Strategic Wealth Partners
Ohio
$572K -$806K -43,155 -58%
AIM
378
Access Investment Management
Georgia
$568K
PIA
379
Pinion Investment Advisors
Kansas
$567K +$6.55K +351 +1%
WFC
380
Western Financial Corp
California
$563K +$14.3K +765 +3%
WCP
381
Wealthcare Capital Partners
Pennsylvania
$562K +$22.1K +1,182 +4%
PWM
382
Palacios Wealth Management
Florida
$560K
JSSH
383
J. Safra Sarasin Holding
$556K
MWC
384
MBM Wealth Consultants
Missouri
$554K -$1.34M -71,751 -71%
CIA
385
Capital Investment Advisors
Georgia
$549K +$8.2K +439 +2%
RBFC
386
Roman Butler Fullerton & Co
Missouri
$545K +$28.3K +1,518 +5%
PPW
387
Pasadena Private Wealth
California
$542K
BO
388
Bank OZK
Arkansas
$540K -$224K -12,000 -29%
CA
389
COFG Advisors
Illinois
$540K -$21.3K -1,141 -4%
JMA
390
J.M. Arbour
Maine
$532K +$135K +7,234 +34%
CAM
391
Cidel Asset Management
Ontario, Canada
$530K +$534K +28,600 New
VVP
392
Venture Visionary Partners
Ohio
$526K +$45.3K +2,426 +9%
BBHC
393
Brown Brothers Harriman & Co
New York
$512K -$144K -7,732 -22%
BAM
394
Belpointe Asset Management
Nevada
$509K +$38.1K +2,042 +8%
MAMG
395
Milestone Asset Management Group
Connecticut
$508K +$512K +27,438 New
STB
396
S&T Bank
Pennsylvania
$496K -$96.7K -5,180 -16%
CFB
397
Cullen/Frost Bankers
Texas
$493K -$12.1K -649 -2%
PTC
398
Private Trust Company
Ohio
$491K +$25.4K +1,360 +5%
Group One Trading
399
Group One Trading
Illinois
$489K -$4.43M -237,563 -90%
MW
400
Maia Wealth
Colorado
$488K +$9.43K +505 +2%