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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
451
Optimum Investment Advisors
Illinois
$238K – – –
SIG
452
Stonegate Investment Group
Alabama
$235K +$3.08K +156 +1%
MFG
453
Merit Financial Group
Georgia
$235K +$258K +13,100 New
TCWA
454
Ten Capital Wealth Advisors
Washington
$234K +$139K +7,069 +118%
FWM
455
Frontier Wealth Management
Missouri
$233K – – –
SWM
456
Segment Wealth Management
Texas
$233K – – –
IAP
457
Indie Asset Partners
Indiana
$231K – – –
PM
458
Penbrook Management
New York
$230K -$1.97K -100 -0.8%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$230K +$47K +2,383 +23%
SNB
460
Security National Bank
Nebraska
$230K +$49.5K +2,511 +24%
HSA
461
HBK Sorce Advisory
Pennsylvania
$228K – – –
IFWM
462
Institute for Wealth Management
Colorado
$228K +$251K +12,714 New
IWC
463
Integrated Wealth Concepts
Massachusetts
$226K -$33.2K -1,682 -12%
C
464
CEDRUS
Colorado
$226K +$48.8K +2,477 +25%
GRP
465
Global Retirement Partners
California
$224K +$8.89K +451 +4%
VIM
466
Vista Investment Management
Pennsylvania
$215K +$1.68K +85 +0.7%
EM
467
ELCO Management
New York
$215K +$15.8K +800 +7%
MA
468
MKT Advisors
California
$214K – – –
FCH
469
Freestone Capital Holdings
Washington
$209K +$2.44K +124 +1%
BCM
470
Becker Capital Management
Oregon
$208K – – –
MOS
471
MGO One Seven
Ohio
$205K +$11.1K +565 +5%
BFS
472
Bradley Foster & Sargent
Connecticut
$201K – – –
RW
473
RVW Wealth
California
$200K – – –
CG
474
Colony Group
Massachusetts
$197K -$43.6K -2,213 -17%
WSFS
475
Wilmington Savings Fund Society
Delaware
$197K – – –