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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$469K -$50.9K -2,449 -10%
DA
427
DCM Advisors
New York
$468K -$36.7K -1,766 -7%
BFG
428
Bouchey Financial Group
New York
$468K
PA
429
Prossimo Advisors
California
$467K -$167K -8,040 -26%
BA
430
Bard Associates
Illinois
$466K
CL
431
Choreo LLC
Illinois
$463K +$57.1K +2,750 +14%
VVP
432
Venture Visionary Partners
Ohio
$463K +$22.5K +1,081 +5%
MRCM
433
M&R Capital Management
New Jersey
$460K +$4.99K +240 +1%
MIC
434
Meridian Investment Counsel
California
$450K -$153K -7,350 -25%
FG
435
Fiduciary Group
Georgia
$447K +$120K +5,801 +37%
PIA
436
Perennial Investment Advisors
California
$443K +$4.67K +225 +1%
MHIC
437
Marble Harbor Investment Counsel
Massachusetts
$439K +$103K +4,950 +31%
XF
438
XML Financial
Maryland
$437K +$9.47K +456 +2%
PG
439
Prostatis Group
Maryland
$437K +$9.57K +461 +2%
PWPS
440
Pinnacle Wealth Planning Services
Ohio
$435K
GSIAS
441
Garden State Investment Advisory Services
New Jersey
$432K +$98.2K +4,730 +30%
GI
442
Gradient Investments
Minnesota
$430K -$7.12K -343 -2%
KeyBank National Association
443
KeyBank National Association
Ohio
$428K
PAS
444
Park Avenue Securities
New York
$423K -$35.7K -1,720 -8%
AFG
445
Argent Financial Group
Louisiana
$423K +$419K +20,185 New
TI
446
TrueMark Investments
Illinois
$422K -$149K -7,189 -26%
PCC
447
Park Circle Company
Maryland
$419K
TH
448
TCTC Holdings
Texas
$419K
AWM
449
Axxcess Wealth Management
California
$417K +$1.93K +93 +0.5%
WAAG
450
Wealth Alliance Advisory Group
Kansas
$416K