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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AR
401
Advisory Research
Illinois
$699K -$12K -530 -2%
MFG
402
Magnus Financial Group
New York
$694K +$15.1K +664 +2%
CCM
403
Canal Capital Management
Virginia
$692K +$3.54K +156 +0.5%
MWM
404
Maridea Wealth Management
New York
$685K -$9.8K -432 -1%
SM
405
Samjo Management
New York
$684K – – –
PI
406
PFG Investments
New York
$675K +$44K +1,937 +7%
LAM
407
Lewis Asset Management
California
$665K +$22.1K +975 +3%
VFA
408
Valeo Financial Advisors
Indiana
$665K – – –
JSSH
409
J. Safra Sarasin Holding
$665K – – –
MP
410
McDonald Partners
Ohio
$661K +$3.22K +142 +0.5%
AFG
411
Atomi Financial Group
New York
$656K -$44.3K -1,950 -6%
VAF
412
Values Added Financial
District of Columbia
$655K +$35.8K +1,579 +6%
AFA
413
AA Financial Advisors
Ohio
$650K – – –
NHC
414
Nicholas Hoffman & Company
Georgia
$640K -$20.4K -898 -3%
QCIG
415
Quad-Cities Investment Group
Iowa
$640K -$4.33K -191 -0.7%
PWM
416
Palacios Wealth Management
Florida
$635K -$1.25K -55 -0.2%
HCM
417
Hudson Capital Management
New Jersey
$633K – – –
APW
418
Aurora Private Wealth
New Jersey
$633K +$8.74K +385 +1%
WCM
419
Whitener Capital Management
North Carolina
$623K -$33.9K -1,494 -5%
EF
420
Empowered Funds
Pennsylvania
$613K +$366K +16,128 +140%
ACM
421
AUA Capital Management
Pennsylvania
$611K – – –
PCIA
422
Prime Capital Investment Advisors
Kansas
$610K +$359K +15,813 +135%
MCI
423
MRP Capital Investments
Georgia
$603K -$51.1K -2,250 -8%
WFC
424
Western Financial Corp
California
$597K +$13K +574 +2%
NWA
425
Navis Wealth Advisors
New York
$595K +$7.69K +339 +1%