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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
Becker Capital Management
Oregon
$228K – – –
MC
402
Moors & Cabot
Massachusetts
$226K +$13.9K +717 +7%
VIM
403
Vista Investment Management
Pennsylvania
$225K -$9.74K -503 -4%
VAM
404
Verity Asset Management
North Carolina
$224K +$8.37K +432 +4%
HNB
405
Huntington National Bank
Ohio
$224K +$194K +10,000 +699%
TI
406
Tidal Investments
Wisconsin
$223K -$17.6K -908 -7%
SFS
407
Sowell Financial Services
Arkansas
$222K -$263K -13,594 -55%
DFG
408
Demars Financial Group
Washington
$222K +$1.16K +60 +0.5%
EM
409
ELCO Management
New York
$217K +$215K +11,100 New
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$214K +$177K +9,136 +515%
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$211K – – –
CMI
412
Clare Market Investments
Texas
$210K +$208K +10,725 New
BWFA
413
Baltimore-Washington Financial Advisors
Maryland
$210K -$25.3K -1,309 -11%
DY
414
Dowling & Yahnke
California
$208K – – –
SIM
415
SSI Investment Management
California
$207K +$484 +25 +0.2%
KACA
416
Kayne Anderson Capital Advisors
California
$206K – – –
RCAG
417
Rehmann Capital Advisory Group
Michigan
$206K +$910 +47 +0.4%
MOS
418
MGO One Seven
Ohio
$203K +$1.16K +60 +0.6%
WIA
419
Westbourne Investment Advisors
Maryland
$200K +$197K +10,197 New
OPS
420
Orion Portfolio Solutions
Nebraska
$199K +$3.49K +180 +2%
BCA
421
Biltmore Capital Advisors
New Jersey
$196K +$194K +10,000 New
EC
422
Estate Counselors
Wisconsin
$195K – – –
BBHC
423
Brown Brothers Harriman & Co
New York
$190K – – –
PA
424
Parallel Advisors
California
$185K -$19 -1 -0%
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$174K – – –