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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
376
Measured Wealth Private Client Group
New Hampshire
$810K +$22.2K +976 +3%
BBHC
377
Brown Brothers Harriman & Co
New York
$807K +$5.54K +244 +0.7%
AFP
378
Ausdal Financial Partners
Iowa
$804K +$87.5K +3,853 +12%
PWM
379
Perigon Wealth Management
California
$800K +$50.1K +2,208 +7%
WA
380
WESPAC Advisors
California
$791K -$64.6K -2,848 -7%
EH
381
Equitable Holdings
New York
$781K +$45K +1,982 +6%
FCI
382
Financial Counselors Inc
Kansas
$773K +$33.6K +1,480 +4%
GIM
383
Guild Investment Management
California
$770K -$241K -10,600 -23%
ACM
384
Ascent Capital Management
Oregon
$752K +$235K +10,374 +44%
VFPW
385
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K – – –
GC
386
Guggenheim Capital
Illinois
$746K +$45.8K +2,018 +6%
CWM
387
Cornerstone Wealth Management
Missouri
$741K +$35.1K +1,546 +5%
SWM
388
SFG Wealth Management
Maryland
$734K +$752K +33,111 New
AIP
389
Almanack Investment Partners
Pennsylvania
$733K – – –
DJSG
390
D.J. St. Germain
Massachusetts
$731K -$88.5K -3,900 -11%
SWM
391
Segment Wealth Management
Texas
$725K +$52.7K +2,320 +8%
Lazard Asset Management
392
Lazard Asset Management
New York
$723K +$28K +1,234 +4%
DFG
393
Delta Financial Group
New Jersey
$720K +$35.2K +1,550 +5%
CIA
394
Capital Investment Advisors
Georgia
$720K -$18.3K -805 -2%
MLIC
395
Mandatum Life Insurance Company
Finland
$708K +$8.51K +375 +1%
BCM
396
Brookstone Capital Management
Illinois
$705K +$97.3K +4,288 +16%
FFA
397
Founders Financial Alliance
North Carolina
$704K +$93.5K +4,121 +15%
CFB
398
Cullen/Frost Bankers
Texas
$703K -$155K -6,851 -18%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$700K +$140K +6,173 +24%
MC
400
Moors & Cabot
Massachusetts
$699K -$2.45K -108 -0.3%