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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
401
Strategic Family Wealth Counselors
New Jersey
$187K – – –
WA
402
Wealthstar Advisors
Texas
$186K – – –
SG Americas Securities
403
SG Americas Securities
New York
$178K +$177K +9,560 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$174K – – –
QT
405
Quantbot Technologies
New York
$173K +$173K +9,300 New
TCOV
406
Trust Company of Vermont
Vermont
$172K – – –
PA
407
Parallel Advisors
California
$172K +$19 +1 +0%
NC
408
NewSquare Capital
Pennsylvania
$167K +$107K +5,766 +181%
WAM
409
Wolverine Asset Management
Illinois
$167K +$167K +8,968 New
OPS
410
Orion Portfolio Solutions
Nebraska
$166K +$165K +8,899 New
SF
411
Synovus Financial
Georgia
$162K +$5.03K +271 +3%
WOC
412
West Oak Capital
California
$152K -$16.7K -900 -10%
ADL
413
Asset Dedication LLC
California
$149K – – –
MWP
414
Meridian Wealth Partners
Pennsylvania
$141K +$141K +7,584 New
SIC
415
Salem Investment Counselors
North Carolina
$136K +$13.9K +750 +11%
GT
416
Glenmede Trust
Pennsylvania
$136K +$75.7K +4,077 +125%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$132K +$167 +9 +0.1%
TCWM
418
Total Clarity Wealth Management
Illinois
$129K +$128K +6,920 New
Barclays
419
Barclays
United Kingdom
$123K +$119K +6,414 +3,935%
HPC
420
HM Payson & Co
Maine
$119K – – –
1IA
421
1834 Investment Advisors
Wisconsin
$112K – – –
BWP
422
Baldwin Wealth Partners
Massachusetts
$112K – – –
NFG
423
Next Financial Group
Texas
$111K +$1.6K +86 +1%
BWM
424
BerganKDV Wealth Management
Minnesota
$107K – – –
CFA
425
Carroll Financial Associates
North Carolina
$105K – – –