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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
401
Verity Asset Management
North Carolina
$224K +$8.37K +432 +4%
HNB
402
Huntington National Bank
Ohio
$224K +$194K +10,000 +699%
TI
403
Tidal Investments
Wisconsin
$223K -$17.6K -908 -7%
SFS
404
Sowell Financial Services
Arkansas
$222K -$263K -13,594 -55%
DFG
405
Demars Financial Group
Washington
$222K +$1.16K +60 +0.5%
EM
406
ELCO Management
New York
$217K +$215K +11,100 New
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$214K +$177K +9,136 +515%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$211K
CMI
409
Clare Market Investments
Texas
$210K +$208K +10,725 New
BWFA
410
Baltimore-Washington Financial Advisors
Maryland
$210K -$25.3K -1,309 -11%
DY
411
Dowling & Yahnke
California
$208K
SIM
412
SSI Investment Management
California
$207K +$484 +25 +0.2%
KACA
413
Kayne Anderson Capital Advisors
California
$206K
RCAG
414
Rehmann Capital Advisory Group
Michigan
$206K +$910 +47 +0.4%
MOS
415
MGO One Seven
Ohio
$203K +$1.16K +60 +0.6%
WIA
416
Westbourne Investment Advisors
Maryland
$200K +$197K +10,197 New
OPS
417
Orion Portfolio Solutions
Nebraska
$199K +$3.49K +180 +2%
BCA
418
Biltmore Capital Advisors
New Jersey
$196K +$194K +10,000 New
EC
419
Estate Counselors
Wisconsin
$195K
PA
420
Parallel Advisors
California
$185K -$19 -1 -0%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$174K
CI
422
CAZ Investments
Texas
$168K
CFA
423
Carroll Financial Associates
North Carolina
$165K +$48.1K +2,483 +42%
S
424
SignatureFD
Georgia
$162K +$79.7K +4,116 +99%
FCM
425
Firestone Capital Management
Florida
$147K