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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
426
Perennial Investment Advisors
California
$433K -$19.8K -976 -4%
FFWM
427
Future Financial Wealth Management
Ohio
$433K +$4.05K +200 +1%
PWPS
428
Pinnacle Wealth Planning Services
Ohio
$433K
PTC
429
Private Trust Company
Ohio
$432K +$21.8K +1,075 +5%
GI
430
Gradient Investments
Minnesota
$428K -$6.08K -300 -1%
KeyBank National Association
431
KeyBank National Association
Ohio
$425K
HT
432
Heritage Trust
Oklahoma
$420K
XF
433
XML Financial
Maryland
$419K
PCC
434
Park Circle Company
Maryland
$416K
TH
435
TCTC Holdings
Texas
$416K
RBC
436
Roble Belko & Company
Pennsylvania
$416K +$405K +20,000 New
PG
437
Prostatis Group
Maryland
$415K
WAAG
438
Wealth Alliance Advisory Group
Kansas
$413K
GS
439
GTS Securities
Florida
$404K +$393K +19,413 New
RAM
440
Redmond Asset Management
Virginia
$404K
CW
441
CIC Wealth
Maryland
$401K +$108K +5,326 +38%
TWM
442
Tradition Wealth Management
Minnesota
$401K -$8.51K -420 -2%
PI
443
PFG Investments
New York
$400K +$187K +9,229 +92%
AIP
444
Almanack Investment Partners
Pennsylvania
$400K
VVP
445
Venture Visionary Partners
Ohio
$398K +$15.2K +750 +4%
DWP
446
Daymark Wealth Partners
Ohio
$396K
PFS
447
Prospera Financial Services
Texas
$392K -$20 -1 -0%
IF
448
Intrua Financial
Texas
$390K +$7.15K +353 +2%
TWM
449
Trueblood Wealth Management
Ohio
$390K +$40.2K +1,982 +12%
C
450
Certuity
Florida
$383K -$2.03K -100 -0.5%