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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
401
Bradley Foster & Sargent
Connecticut
$529K -$273K -14,080 -32%
PPW
402
Pasadena Private Wealth
California
$528K +$9.68K +500 +2%
AAP
403
Arax Advisory Partners
Colorado
$527K -$16.6K -860 -3%
CIA
404
Capital Investment Advisors
Georgia
$526K -$3.46K -179 -0.6%
WCP
405
Wealthcare Capital Partners
Pennsylvania
$525K -$30.5K -1,576 -5%
APW
406
Aurora Private Wealth
New Jersey
$514K
JF
407
Jump Financial
Illinois
$509K -$6.67M -344,440 -92%
NHC
408
Nicholas Hoffman & Company
Georgia
$507K
JCFM
409
JBR Co Financial Management
Oklahoma
$505K
RBFC
410
Roman Butler Fullerton & Co
Missouri
$504K +$10.2K +528 +2%
CFB
411
Cullen/Frost Bankers
Texas
$491K -$97.1K -5,014 -16%
PI
412
PFG Investments
New York
$487K -$19.3K -999 -4%
CT
413
Clearstead Trust
Maine
$482K +$13.6K +702 +3%
LAM
414
Lewis Asset Management
California
$479K -$36.7K -1,894 -7%
CWM
415
Cornerstone Wealth Management
Missouri
$477K -$96.3K -4,973 -16%
CEFA
416
Closed-End Fund Advisors
Virginia
$477K -$2.8M -144,476 -85%
MHS
417
M Holdings Securities
Oregon
$473K +$40.9K +2,114 +9%
WIM
418
WealthPlan Investment Management
Nebraska
$469K -$298K -15,397 -37%
PFGIA
419
Patriot Financial Group Insurance Agency
Massachusetts
$469K +$262K +13,557 +109%
BFG
420
Baron Financial Group
New Jersey
$468K
VVP
421
Venture Visionary Partners
Ohio
$468K +$18.7K +964 +4%
GSEP
422
Golden State Equity Partners
California
$466K +$225K +11,608 +81%
MW
423
Maia Wealth
Colorado
$465K +$13.7K +710 +3%
Jones Financial Companies
424
Jones Financial Companies
Missouri
$464K -$16.2K -836 -3%
BAM
425
Belpointe Asset Management
Nevada
$459K -$241K -12,456 -33%