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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Aigen Investment Management
New York
$643K +$396K +19,634 +161%
BBHC
402
Brown Brothers Harriman & Co
New York
$641K
CWM
403
Cornerstone Wealth Management
Missouri
$636K -$10.6K -526 -2%
MWM
404
Maridea Wealth Management
New York
$636K -$32.9K -1,631 -5%
VHAM
405
Van Hulzen Asset Management
California
$631K +$241K +11,967 +62%
WCP
406
Wealthcare Capital Partners
Pennsylvania
$621K +$61.6K +3,056 +11%
PTC
407
Private Trust Company
Ohio
$618K +$87K +4,314 +16%
FPAS
408
Focus Partners Advisor Solutions
Missouri
$616K -$425K -21,066 -41%
HAG
409
HighPoint Advisor Group
Illinois
$615K +$613K +30,391 New
WPC
410
Wedmont Private Capital
Pennsylvania
$613K +$2.98K +148 +0.5%
KeyBank National Association
411
KeyBank National Association
Ohio
$610K
AAP
412
Arax Advisory Partners
Colorado
$609K -$299K -14,817 -33%
JSSH
413
J. Safra Sarasin Holding
$607K
P
414
PensionDanmark
Denmark
$607K +$605K +30,000 New
QCIG
415
Quad-Cities Investment Group
Iowa
$606K +$1.31K +65 +0.2%
CH
416
Canton Hathaway
Rhode Island
$600K +$17.1K +850 +3%
TIM
417
Triad Investment Management
California
$596K +$594K +29,458 New
CIA
418
Capital Investment Advisors
Georgia
$594K -$19.8K -980 -3%
DAS
419
Diversify Advisory Services
Utah
$589K +$11.4K +563 +2%
AWE
420
Avidian Wealth Enterprises
Texas
$585K +$346K +17,148 +146%
WFC
421
Western Financial Corp
California
$584K +$13.5K +667 +2%
PPW
422
Pasadena Private Wealth
California
$582K +$67.1K +3,325 +13%
SM
423
Samjo Management
New York
$577K -$50.4K -2,500 -8%
LAM
424
Lewis Asset Management
California
$576K -$69.2K -3,432 -11%
AFG
425
Atomi Financial Group
New York
$570K -$43.4K -2,154 -7%