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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Cornerstone Advisory
Maryland
$233K +$267K +13,790 New
FNT
452
First National Trust
Pennsylvania
$228K
PA
453
Parallel Advisors
California
$226K +$71K +3,670 +38%
Franklin Resources
454
Franklin Resources
California
$224K
SNB
455
Security National Bank
Nebraska
$224K +$9.22K +477 +4%
IWC
456
Integrated Wealth Concepts
Massachusetts
$222K +$10.4K +538 +4%
MCM
457
MAI Capital Management
Ohio
$221K -$82.6K -4,270 -25%
SWM
458
Segment Wealth Management
Texas
$219K
VIM
459
Vista Investment Management
Pennsylvania
$219K +$19K +983 +8%
IFWM
460
Institute for Wealth Management
Colorado
$218K +$3.85K +199 +2%
SIG
461
Stonegate Investment Group
Alabama
$217K -$5.8K -300 -2%
PM
462
Penbrook Management
New York
$217K
CCMW
463
Cypress Capital Management (Wyoming)
Wyoming
$216K -$14.5K -750 -6%
FG
464
Fiduciary Group
Georgia
$215K +$214K +11,050 New
LNC
465
Lincoln National Corp
Pennsylvania
$215K +$246K +12,713 New
IAP
466
Indie Asset Partners
Indiana
$211K -$7.73K -400 -3%
AI
467
Accredited Investors
Minnesota
$209K +$240K +12,400 New
IMA
468
Investment Management Associates
Colorado
$207K
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$8.06K -417 -3%
TCWM
470
Total Clarity Wealth Management
Illinois
$204K -$34.5K -1,786 -13%
EM
471
ELCO Management
New York
$203K
BCM
472
Becker Capital Management
Oregon
$196K
MA
473
MKT Advisors
California
$192K
RW
474
RVW Wealth
California
$188K
WSFS
475
Wilmington Savings Fund Society
Delaware
$186K