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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
MHFA
426
Mission Hills Financial Advisory
California
$423K +$426K +22,813 New
JCFM
427
JBR Co Financial Management
Oklahoma
$415K -$48.1K -2,575 -10%
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$415K -$33.6K -1,800 -7%
WCM
429
Whitener Capital Management
North Carolina
$413K -$22.1K -1,182 -5%
PWM
430
Perigon Wealth Management
California
$413K -$262K -14,043 -39%
CPA
431
Cardiff Park Advisors
California
$412K -$45.9K -2,461 -10%
SWM
432
SeaCrest Wealth Management
New York
$409K -$7.6K -407 -2%
HP
433
Havemeyer Place
Connecticut
$403K -$533K -28,566 -57%
GSIAS
434
Garden State Investment Advisory Services
New Jersey
$399K – – –
EAN
435
Excelsior Advisor Network
Colorado
$399K +$402K +21,534 New
CWS
436
Confluence Wealth Services
Pennsylvania
$394K +$397K +21,271 New
DWA
437
Douglass Winthrop Advisors
New York
$393K – – –
CCC
438
Compass Capital Corp
Massachusetts
$392K +$9.22K +494 +3%
LWP
439
LeClair Wealth Partners
Ohio
$391K +$394K +21,087 New
CH
440
Canton Hathaway
Rhode Island
$389K -$161K -8,640 -29%
AI
441
Accredited Investors
Minnesota
$389K +$411 +22 +0.1%
ICM
442
Intrepid Capital Management
Florida
$388K – – –
XWM
443
Xcel Wealth Management
Florida
$387K -$1.61K -86 -0.4%
Northern Trust
444
Northern Trust
Illinois
$380K +$34.1K +1,829 +10%
AWM
445
Axxcess Wealth Management
California
$379K +$382K +20,455 New
PWPS
446
Pinnacle Wealth Planning Services
Ohio
$379K – – –
AIA
447
AssuredPartners Investment Advisors
Florida
$377K -$41.1K -2,203 -10%
UBP
448
Union Bancaire Privee
Switzerland
$376K -$485K -26,000 -55%
HT
449
Heritage Trust
Oklahoma
$374K – – –
TWM
450
Trueblood Wealth Management
Ohio
$372K +$7.77K +416 +2%