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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
P
401
&Partners
Tennessee
$571K +$566K +27,261 New
BEI
402
Benjamin Edwards Inc
Missouri
$565K +$212K +10,220 +61%
FAM
403
Formidable Asset Management
Ohio
$564K -$100K -4,836 -15%
AWA
404
Arete Wealth Advisors
Illinois
$562K -$230K -11,055 -29%
NP
405
NorthRock Partners
Minnesota
$560K
BIAS
406
Beacon Investment Advisory Services
New Jersey
$558K -$54.9K -2,641 -9%
PTP
407
Platform Technology Partners
New York
$557K +$3.76K +181 +0.7%
NWA
408
Navis Wealth Advisors
New York
$554K
MCM
409
Monument Capital Management
Virginia
$553K -$34.1K -1,644 -6%
BW
410
BIP Wealth
Georgia
$543K +$234K +11,260 +77%
WFC
411
Western Financial Corp
California
$541K +$12K +579 +2%
SFS
412
Stiles Financial Services
Minnesota
$525K +$54K +2,599 +12%
AGP
413
Autumn Glory Partners
Texas
$525K +$260K +12,535 +100%
PI
414
PFG Investments
New York
$524K -$6.31K -304 -1%
GC
415
Guggenheim Capital
Illinois
$521K +$18.7K +899 +4%
EW
416
Evoke Wealth
California
$515K +$511K +24,605 New
FA
417
FSA Advisors
Michigan
$510K
AC
418
Amitell Capital
Singapore
$510K
PCG
419
Prosperity Consulting Group
Maryland
$504K +$500K +24,087 New
Lazard Asset Management
420
Lazard Asset Management
New York
$499K +$495K +23,853 New
RBFC
421
Roman Butler Fullerton & Co
Missouri
$498K +$3.51K +169 +0.7%
First Manhattan
422
First Manhattan
New York
$496K -$34.7K -1,672 -7%
OIA
423
OneDigital Investment Advisors
Kansas
$488K +$6.17K +297 +1%
DWP
424
Daymark Wealth Partners
Ohio
$482K +$83.1K +4,000 +21%
PPW
425
Parcion Private Wealth
Washington
$481K