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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Palumbo Wealth Management
New York
$421K +$410K +21,007 New
PPW
427
Parcion Private Wealth
Washington
$420K
CFA
428
CWS Financial Advisors
Michigan
$418K -$17.8K -915 -4%
GI
429
Gradient Investments
Minnesota
$418K
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$417K +$27.2K +1,394 +7%
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$416K +$21.2K +1,085 +6%
FFWM
432
Future Financial Wealth Management
Ohio
$413K
EWA
433
Emergent Wealth Advisors
New York
$412K +$401K +20,584 New
C
434
CEDRUS
Colorado
$411K -$37.4K -1,915 -9%
KeyBank National Association
435
KeyBank National Association
Ohio
$409K -$93.6K -4,800 -19%
SIC
436
Sterling Investment Counsel
New York
$408K +$29.6K +1,520 +8%
HT
437
Heritage Trust
Oklahoma
$404K +$57.5K +2,950 +17%
XF
438
XML Financial
Maryland
$403K +$1.68K +86 +0.4%
PTP
439
Platform Technology Partners
New York
$402K +$389K +19,928 New
PCC
440
Park Circle Company
Maryland
$401K
TH
441
TCTC Holdings
Texas
$401K
PG
442
Prostatis Group
Maryland
$400K
WAAG
443
Wealth Alliance Advisory Group
Kansas
$398K +$24.4K +1,250 +7%
PTC
444
Private Trust Company
Ohio
$394K -$54.9K -2,815 -13%
TWM
445
Tradition Wealth Management
Minnesota
$394K -$91K -4,667 -19%
RAM
446
Redmond Asset Management
Virginia
$388K
OIA
447
OneDigital Investment Advisors
Kansas
$386K +$13K +664 +4%
AIP
448
Almanack Investment Partners
Pennsylvania
$385K
DWP
449
Daymark Wealth Partners
Ohio
$381K -$127K -6,500 -25%
DI
450
DFPG Investments
Utah
$379K -$56.3K -2,887 -13%