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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$477K -$3.37K -174 -0.7%
ECG
377
Edge Capital Group
Georgia
$475K
TWM
378
Tradition Wealth Management
Minnesota
$474K +$6.24K +322 +1%
First Manhattan
379
First Manhattan
New York
$470K
RJT
380
Raymond James Trust
Florida
$468K +$5.56K +287 +1%
AI
381
Accredited Investors
Minnesota
$467K +$8.9K +459 +2%
VFA
382
Valeo Financial Advisors
Indiana
$467K +$228K +11,750 +96%
PIWA
383
Prevail Innovative Wealth Advisors
Kansas
$461K -$2.72M -140,077 -86%
RBFC
384
Roman Butler Fullerton & Co
Missouri
$458K +$18.7K +966 +4%
IWC
385
Integrated Wealth Concepts
Massachusetts
$452K +$91.7K +4,730 +26%
WFC
386
Western Financial Corp
California
$447K
Fidelity International
387
Fidelity International
Bermuda
$444K +$32.7K +1,688 +8%
IP
388
Intellectus Partners
California
$444K +$442K +22,807 New
BA
389
Bard Associates
Illinois
$440K -$1.94K -100 -0.4%
PTC
390
Private Trust Company
Ohio
$438K -$1.28K -66 -0.3%
CD
391
Chapin Davis
Maryland
$437K -$71.5K -3,689 -14%
C
392
CEDRUS
Colorado
$437K +$55.9K +2,884 +15%
AAS
393
Ameritas Advisory Services
Nebraska
$436K +$215K +11,113 +97%
BFG
394
Bouchey Financial Group
New York
$435K
GC
395
Guggenheim Capital
Illinois
$434K -$14.2K -734 -3%
RA
396
RFG Advisory
Alabama
$434K -$9.27K -478 -2%
SW
397
SVB Wealth
Massachusetts
$430K -$67.2K -3,467 -14%
HH
398
Hilltop Holdings
Texas
$428K +$54.9K +2,833 +15%
DI
399
DFPG Investments
Utah
$424K -$94.2K -4,861 -18%
CFA
400
CWS Financial Advisors
Michigan
$424K