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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
NP
426
NorthRock Partners
Minnesota
$600K +$14.9K +690 +3%
FAM
427
Formidable Asset Management
Ohio
$590K
GRP
428
Global Retirement Partners
California
$585K -$479K -22,191 -45%
NWA
429
Navis Wealth Advisors
New York
$581K +$1.53K +71 +0.3%
WFC
430
Western Financial Corp
California
$578K +$12.2K +564 +2%
BW
431
BIP Wealth
Georgia
$574K +$5.78K +268 +1%
MCM
432
Monument Capital Management
Virginia
$573K -$4.77K -221 -0.8%
TAM
433
Tocqueville Asset Management
New York
$557K +$549K +25,430 New
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$556K +$75K +3,476 +16%
EW
435
Evoke Wealth
California
$554K +$15.4K +713 +3%
VVP
436
Venture Visionary Partners
Ohio
$550K +$64.7K +2,999 +14%
GAA
437
Global Assets Advisory
Florida
$547K +$129K +5,957 +32%
OIA
438
OneDigital Investment Advisors
Kansas
$542K +$31.8K +1,476 +6%
CH
439
Canton Hathaway
Rhode Island
$541K +$209K +9,700 +65%
AC
440
Amitell Capital
Singapore
$533K
RBFC
441
Roman Butler Fullerton & Co
Missouri
$527K -$13.7K -635 -3%
PCG
442
Prosperity Consulting Group
Maryland
$522K -$4.77K -221 -0.9%
SG Americas Securities
443
SG Americas Securities
New York
$519K +$511K +23,695 New
ACM
444
Ascent Capital Management
Oregon
$516K +$508K +23,558 New
CL
445
Choreo LLC
Illinois
$505K +$14.9K +689 +3%
DWP
446
Daymark Wealth Partners
Ohio
$503K
PPW
447
Parcion Private Wealth
Washington
$503K
LWP
448
LeClair Wealth Partners
Ohio
$492K +$485K +22,487 New
BFG
449
Bouchey Financial Group
New York
$489K
Jane Street
450
Jane Street
New York
$489K -$204K -9,456 -30%