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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
QT
401
Quantamental Technologies
New York
$308K +$353K +18,262 New
PWM
402
Purus Wealth Management
California
$307K -$40K -2,071 -10%
EW
403
Evoke Wealth
California
$307K
MWM
404
Modera Wealth Management
New Jersey
$306K
LC
405
Lindbrook Capital
California
$306K +$1.49K +77 +0.4%
MA
406
MONECO Advisors
Connecticut
$305K -$2.69K -139 -0.8%
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$305K
CDH
408
Charles D. Hyman
$299K
PIA
409
Perennial Investment Advisors
California
$296K +$13.2K +682 +4%
KA
410
Kovack Advisors
Florida
$296K +$35.3K +1,825 +12%
ESCM
411
Echo Street Capital Management
New York
$296K +$339K +17,534 New
CP
412
Camelot Portfolios
Ohio
$294K -$66.8K -3,454 -17%
EWA
413
Exencial Wealth Advisors
Oklahoma
$291K -$12.4K -640 -4%
HT
414
Heritage Trust
Oklahoma
$291K +$10.2K +527 +3%
AIP
415
Ahrens Investment Partners
Louisiana
$289K -$916K -47,355 -73%
FAIM
416
Financial Advocates Investment Management
Washington
$289K +$34.1K +1,762 +11%
WKWM
417
Walter & Keenan Wealth Management
Indiana
$287K +$38.7K +2,000 +13%
TCOV
418
Trust Company of Vermont
Vermont
$286K +$52.7K +2,728 +19%
AFC
419
Adaptive Financial Consulting
Ohio
$284K
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$283K -$65.9K -3,410 -17%
BA
421
Bridge Advisory
California
$281K +$31.3K +1,618 +11%
LA
422
LVW Advisors
New York
$280K
1IA
423
1834 Investment Advisors
Wisconsin
$280K +$2.65K +137 +0.8%
XF
424
XML Financial
Maryland
$280K +$8.28K +428 +3%
BFG
425
Baron Financial Group
New Jersey
$279K +$6.84K +354 +2%